Insights and analysis
Insights

Perspectives onAsian Markets

Analytical perspectives on structural shifts, portfolio developments, and market observations across Asia.

AI Integration in Traditional Industries
Thought

AI Integration in Traditional Industries

Moving beyond AI hype to practical implementation.

Hans De Back•2025-12-12
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India Manufacturing Renaissance
Observations

India Manufacturing Renaissance

Understanding the structural drivers behind India's expansion.

Jihoon Lim•2025-12-05
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Cultural IP: From Local to Global
Portfolio

Cultural IP: From Local to Global

How Asian content creators are building global franchises.

Siyoon Lee•2025-11-28
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The Rise of Asian Consumer Brands
Thought

The Rise of Asian Consumer Brands

Regional brands challenging global incumbents.

Eric Yoo•2025-11-15
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Vietnam: The Next Manufacturing Hub
Observations

Vietnam: The Next Manufacturing Hub

Deep dive into Vietnam's emergence as manufacturing destination.

Seunghwan Jin•2025-11-08
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SaaS Expansion Across Asian Enterprises
Portfolio

SaaS Expansion Across Asian Enterprises

Enterprise software adoption is accelerating.

Hans De Back•2025-10-25
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Building Cross-Border Value Networks
Portfolio

Building Cross-Border Value Networks

How our portfolio companies leverage regional connectivity.

Hans De Back•2025-02-08
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Industrial Transformation in Southeast Asia
Observations

Industrial Transformation in Southeast Asia

Key trends reshaping manufacturing and logistics.

Jihoon Lim•2025-01-25
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Patient Capital in Volatile Markets
Thought

Patient Capital in Volatile Markets

Why structural investing requires a different approach.

Eric Yoo•2025-01-18
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Climate Technology Deployment in Asia
Portfolio

Climate Technology Deployment in Asia

Examining the unique characteristics of climate technology adoption.

Siyoon Lee•2025-01-10
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