GPs have their hopes up on the consumer sector in India, SE Asia. Watch them speak

In the next five years, there’ll be opportunities to invest $10-14 million in the consumer sector in India and Southeast Asia, said general partners who spoke at the Asia PE-VC Summit 2020, organised by DealStreetAsia in November.

Over the last few months, many consumer-focused funds have launched targeting opportunities in the two regions. The
investors have been egged on by the fact that the consumer segment has been a strong defensive through COVID, which has reflected in the returns, said the panelists at the summit session titled ‘The road ahead for consumer-focused investors in India and SEA’.

“Lots of existing founders are using some of the changes that have been brought by COVID to build better and bigger businesses,” said general partner at A91 Partners VT Bharadwaj.

Co-panelist Deepak Shahdadpuri, who is managing director at DSG Consumer Partners, said: “Each of the big PE funds you could talk about such as Everstone, TPG, and KKR…all have a dedicated consumer team today.”

On the shifts that have happened in the consumer space because of COVID-19, Nicholas Cator, managing partner at Venturi Partners, said that about 60 per cent of India’s GDP is through internal consumption, it’s the same in Indonesia. “Consumer space is growing faster than GDP in both the countries over the last year.”

Watch them discuss the opportunities in the sector here:

Singapore Reporter/s

In Singapore, we are looking to double our reporting team by this year-end to comprehensively cover the fast-moving world of funded startups and VC, PE & M&A deals. We want reporters who can tell our readers what is really happening in these sectors and why it matters to markets, companies and consumers. The ability to write precisely and urgently is crucial for these roles. Ideal candidates must have to ability to work in a collaborative, dynamic, and fast-changing environment. We want our new hires to be digitally savvy and ready to experiment with new forms of storytelling. Most importantly, we are looking for hard-hitting reporters who work well in a team. Collaboration and collegiality are a must.

Following vacancies can be applied for (only in Singapore).

Following vacancies can be applied for (only in Singapore).   

  • A reporter to track companies/startups that have raised private capital, and have the potential to become unicorns. SEA currently has over 40 companies with a valuation of over $100 million and under $1 billion.
  • A reporter who can get behind the scenes and reveal how funding rounds are put together, or why they’ve failed to materialise. She/he in this role will largely focus on long-format stories. 
  • A journalist to track special situations funds, distressed debt and private credit (from the PE angle) across Asia.

Singapore Reporter/s

In Singapore, we are looking to double our reporting team by this year-end to comprehensively cover the fast-moving world of funded startups and VC, PE & M&A deals. We want reporters who can tell our readers what is really happening in these sectors and why it matters to markets, companies and consumers. The ability to write precisely and urgently is crucial for these roles. Ideal candidates must have to ability to work in a collaborative, dynamic, and fast-changing environment. We want our new hires to be digitally savvy and ready to experiment with new forms of storytelling. Most importantly, we are looking for hard-hitting reporters who work well in a team. Collaboration and collegiality are a must.

Following vacancies can be applied for (only in Singapore).

Following vacancies can be applied for (only in Singapore).   

  • A reporter to track companies/startups that have raised private capital, and have the potential to become unicorns. SEA currently has over 40 companies with a valuation of over $100 million and under $1 billion.
  • A reporter who can get behind the scenes and reveal how funding rounds are put together, or why they’ve failed to materialise. She/he in this role will largely focus on long-format stories. 
  • A journalist to track special situations funds, distressed debt and private credit (from the PE angle) across Asia.