Meituan’s end to car chase is an express ticket to profitability

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In its first earnings announcement since the Sept. 20 listing, the Chinese operator of food-delivery, ride-hailing and bike-rental businesses reported a blowout in its net loss for the first half.

Meituan founder Wang Xing

Hong Kong IPO roulette has global asset managers in a spin

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Hong Kong’s IPO window is closing fast, as evidenced by dwindling liquidity and the narrowing investor base. HK’s most recent tech IPOs have languished, with many below their offering prices.


Why getting better, not just bigger, needs to be on Oyo’s itinerary

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If Oyo uses the recently secured $1 billion to run a tighter ship, there’s every chance it could be the world’s largest hotel chain within five years. If quality plays second fiddle to expansion, it risks becoming a brand name that’s of little value to anyone.


Asian family offices’ preference for emerging markets may prove painful in 2018

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Family offices are favoring higher risk, more illiquid investments in the pursuit of alpha.


Asia PE-VC Summit 2018: Deep tech needs government push, top talent to flourish

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For the past five years, the sharing economy has taken southeast Asia by storm. But, the next big thing will be AI, robotics, self-driving and the other areas in frontier technology. 


Meituan IPO reveals chasm between Mobike’s claims and reality

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In a December press release, Mobike claimed 200 million users worldwide. Meituan’s prospectus says otherwise – 48.1 million Active Bike Users, 7.1 million Active Bikes and over 1 billion rides completed in the four months ended April 30, 2018.


Asia PE-VC Summit 2018: Indochina is attractive but a long-term play

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Indochina – which comprises Cambodia, Laos, Myanmar, Vietnam and Thailand – is fast catching investor interest even though the return timeline appears to be long drawn.


Asia PE-VC Summit 2018: SEA region offers scope for both buyouts, minority deals

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Does size really matter? Yes, larger investments do allow PE firms to do more. However, smaller deals in hot sectors promise good exits.


Chinese tech giants hunt for elusive profitability in Indonesia’s e-commerce market

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The only viable way for the Chinese to make money in Indonesia is perhaps through industry consolidation. After all, Indonesia has already seen some high-profile mergers, such as Grab’s takeover of Uber’s entire Southeast Asian business this year.


Guest post | The future of emerging markets PE requires much greater competence than the past

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The future of PE in emerging markets is all about acting on data-driven insights about what works and doesn’t work, says Mekong Capital founder and partner Chris Freund.