KKR Releases “China: A Visit to the Epicenter” by Henry H. McVey
August 7, 2018New Macro Report Delves into Country in Transition
“A recent trip to
In this latest report,
-
The escalation of trade barriers between the
U.S. andChina and their undeniable attack on the traditional global supply chain. - Secular growth trends within the rising Asian millennial generation, the Chinese one in particular.
-
The evolution of e-commerce in
China , which is dramatically more abrupt than what is occurring in other parts of the global economy. -
Diverging macro data trends in
China . While aggregate GDP statistics inChina look fine, they are masking major disparities that can be uncovered in the underlying sector data.
From an investment standpoint, the report details how these macro themes factor into the GMAA team’s support of capital deployment in areas such as leisure, wellness, services (environmental, healthcare, and financial), healthy food and food safety. They also influence the team’s cautious view on branded consumer goods, global supply chains, and logistic plays that do not interface with the customer or can be disintermediated by the growing influence of Baidu, Alibaba, and Tencent. Finally, the GMAA team asserts now is the time to be thoughtful in terms of allocating to globally integrated industries such as autos as well as high-end technology.
Links to access this report as well as an archive of
- To read the latest Insights: click here.
- To download a PDF version: click here.
- To download the KKR Insights app for iOS click here, and for Android click here.
- For an archive of previous publications please visit www.KKRinsights.com.
About
About KKR
KKR is a leading global investment firm that
manages multiple alternative asset classes, including private equity,
energy, infrastructure, real estate and credit, with strategic manager
partnerships that manage hedge funds. KKR aims to generate attractive
investment returns for its fund investors by following a patient and
disciplined investment approach, employing world-class people, and
driving growth and value creation with KKR portfolio companies. KKR
invests its own capital alongside the capital it manages for fund
investors and provides financing solutions and investment opportunities
through its capital markets business. References to KKR’s investments
may include the activities of its sponsored funds. For additional
information about
The views expressed in the report and summarized herein are the
personal views of
View source version on businesswire.com: https://www.businesswire.com/news/home/20180807005260/en/
Media:
KKR
media@kkr.com
Source: KKR
Back to Press Releases
Media Contacts
Americas
Julia Kosygina
Telephone: +1 (212) 750-8300
Email: media@kkr.com
EMEA
Miles Radcliffe-Trenner
Telephone: +44 20 7839 9800
Email: kkrpr-uk@kkr.com
Investor Relations
Craig Larson
Telephone: +1 (877) 610-4910
Outside US: +1 (212) 230-9410
Facsimile: +1 (212) 750-0003
Email: Investor-Relations@kkr.com