The Hong Kong-based family office anticipates the delta to turn positive for Chinese assets, and the market is primed for a rebound once economic stimulus kicks in.
Tag : nan fung trinity
The Hong Kong family office expects more direct investment opportunities in the private market in the second half of 2023.
The Hong Kong family office is repositioning its public assets portfolio of equities, bonds and cash to capture different opportunities in Asia, Europe, and the US.
Rocketing tech valuations are putting pressure on private equity funds, so investors should consider more unpopular sectors such as financials, says Helen Zhu of Nan Fung Trinity.