KKR Releases “Asia: Leaning In” by Henry H. McVey
October 11, 2017New Macro Report Says Now is the Time to ‘Lean In’ to Investment Opportunities in the Region
“Beyond compelling macroeconomic conditions that we now see creating a
favorable environment for capital deployment,
In his latest report,
1. |
Asia’s surging middle class, coupled with even stronger productivity
trends, signal robust structural growth for the foreseeable future.
Already, we estimate that |
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2. | From a cyclical growth perspective, China’s nominal GDP growth appears to have already bottomed, which has important and positive implications for the way we view the Asian emerging markets story during the next three to seven years. | |||||
3. |
We see |
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4. |
The biggest changes in |
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5. | Beyond strong growth in domestic demand stories, we also see more opportunities for allocators of capital to help Asian companies – both in developed and developing markets – expand abroad. | |||||
“To be sure,
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About KKR
KKR is a leading global investment firm that manages multiple
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portfolio companies. KKR invests its own capital alongside its partners’
capital and provides financing solutions and investment opportunities
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information about
The views expressed herein are the personal views of Henry McVey of
KKR and do not necessarily reflect the views of KKR. This information is
not research and should not be treated as research. It does not
represent valuation judgments with respect to any financial instrument,
issuer, security or sector that may be described or referenced herein
and does not represent a formal or official view of KKR. It is being
provided merely to provide a framework to assist in the implementation
of an investor’s own analysis and an investor’s own views on the topic
discussed herein. There can be no assurance that an investment strategy
will be successful. Historic market trends are not reliable
indicators of actual future market behavior or future performance of any
particular investment which may differ materially, and should not be
relied upon as such. This information should not be viewed
as a current or past recommendation or a solicitation of an offer to buy
or sell any securities or to adopt any investment strategy. References
to a target portfolio and allocations are hypothetical allocation of
assets and not reflect an actual portfolio. The views expressed herein
and discussion of any target portfolio or allocations may not be
reflected in the strategies and products that KKR offers or invests,
including strategies and products to which
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