In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone’s Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives.

  • The focus on Japan and India (2:21)
  • Growing deal volume in Japan (4:15)
  • Misconceptions about Japan PE (7:17)
  • India’s investment pitch (8:44)
  • The India opportunity set (11:47)
  • Advice for investors (20:12)

For more on this topic, read our “Diversifying your Asia exposure” whitepaper series which includes papers on Japan private equity and India private equity

Read the transcript here.

RPM is available on Apple PodcastsSpotify, and YouTube—anywhere you normally get your podcasts. Subscribe today!

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