Beyond The Buyout Newsletters

Beyond the Buyout: India’s hospital gold rush has a valuation problem

At current valuations, investors are not just buying hospitals. They are buying a growth story.

The mid-market vacuum is a clear opportunity for managers with a differentiated thesis.

HKIC has a portfolio of over 200 firms. So far, 10 have listed in HK, with 30 more in the pipeline.

Nearly one in four GPs reported reinvestment rates of 20% or less.

This edition examines macro and policy factors driving PE activity across Japan, India and China.

Capital is flowing, with a range of strategies targeting each geography.

This edition captures the liquidity playbook, diversification and capital consolidation trends in Asia.

IPO markets have been uneven, and large exits at peak valuations are getting harder to pull off.

The regulatory ground in China has shifted dramatically in the past four months.

This private sector push is now backed by a structural shift within the bank.