Investing trends in a post-covid era

Panel discussion with Philipp Freise, Partner and Co-Head Private Equity, KKR Europe; David Singer, Managing Partner, Maverick Ventures and Patrick Zhong, Founding Managing Partner, M31 Capital, chaired by Ying Staton, GC’s advisor in Singapore, on the critical issues shaping investment post-covid.

Highlights from the discussion:

• How company valuations have increased and financial markets have boomed as a result of unprecedented stimulus and support from central banks, even as the pandemic casts a long shadow over the global economy;
   
• The role of Europe, which has adopted a position of learning from both the US and China in the domain of technology, but which has assumed a leadership position in the field of sustainability;
   
• The rise of digital assets and the development of regulatory frameworks and what it means for thematic investors behind secular trends such as technology;
   
• The shift in technological growth in China from one that is consumer-driven to one that is built around innovation-driven value creation.