KKR Releases "Asia: Leaning In" by Henry H. McVey
New 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
|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.|
|4.||The biggest changes in
|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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KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit and, through its strategic partners, hedge funds. KKR aims to generate attractive investment returns 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 its partners' capital 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 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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