Dinneen says that deal flow is more robust at the moment than it has been for the past couple of years and exits have also benefitted from the recovery in BRIC sharemarkets last year. About two-thirds of the world’s IPOs by value took place in China and Hong Kong last year.
Investments
As super funds work to understand their total portfolio exposure to the artificial intelligence thematic, a complex picture of hidden betas and “attachment points” is gradually emerging. They also need to figure out how to play the same thematic in the “tricky” China market.
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