China: A ‘Known Unknown’ Risk in Equity Portfolios
The recent cascade of new regulations, impacting a wide range of sectors from fintech to property and private tuition, was widely perceived as a retrograde move by the government. With the economy largely market-driven over the last four decades, these sudden moves have taken equity markets by surprise.
The Future of Chinese Private Equity
The Chinese private equity (PE) market is at an inflection point after more than a decade of rapid growth. Dan Purves speaks to Cambridge Associates’ Vish Ramaswami about what the next 10 years might look like. From an asset owner’s perspective, 10 years ago, there were relatively few managers available and most employed a generalist […]