Sueann Yeo, CAIA

UBP - Union Bancaire Privée Hong Kong hires Greater China trio from BOS and Citi. https://lnkd.in/gUV2aGZW The Swiss private bank has recruited a team head and two relationship managers as Hong Kong boss Teresa Lee continues to grow her army of bankers. #ubp #privatebank #peoplemoves #hongkong #asia

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Macquarie Capital is pleased to have supported OSL Group (Stock Code: 863 HK) on its $HK2,355 million (~$US300 million) follow on equity financing. OSL Group is a leading global financial infrastructure platform bridging traditional finance and the digital asset economy through blockchain technology. This landmark transaction is the largest public equity raise in Asia’s digital asset sector to date. Read more in our latest case study: https://macq.co/6048fgizM

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A dealmaking resurgence is sparking optimism in Asia Pacific 📈 In this episode of #TheInsight, Iain Drayton, head of Investment Banking in Asia Pacific, discusses how a resurgence in large-scale M&A transactions, increased appetite from financial sponsors, and robust activity in industrial and healthcare tech is underscoring a growing sense of optimism across the region. And read our report, Global M&A: A Bold Path for Strategic Growth, for more on regional dealmaking trends: https://lnkd.in/edWmeFRJ

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📚 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁 𝗧𝗵𝗲𝗺𝗲𝘀 — 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝟮𝟬𝟮𝟱 𝘋𝘰𝘸𝘯𝘭𝘰𝘢𝘥 𝘔&𝘈 𝘗𝘳𝘰𝘮𝘱𝘵 𝘗𝘢𝘤𝘬 👉 https://lnkd.in/gvgqNTXe ✅ 𝗪𝗵𝗼’𝘀 𝗶𝘁 𝗳𝗼𝗿? • LPs, family offices, institutional allocators seeking diversification. • PE/VC investors assessing secondaries, credit, or niche growth opportunities. • Asset managers and advisors evaluating thematic allocations. ✅ 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲? • 4 central themes shaping alternatives in 2025: PE rebound, private credit growth, sports/AI/entertainment innovation, and structural market shifts. • Macro lens on trade, tariffs, deregulation, and Fed policy — and how these impact entry points, valuations, and liquidity. • Case for alternatives as portfolio ballast: diversification, risk premium capture, downside protection. ✅ 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗶𝗻 𝟯 𝗺𝗶𝗻𝘂𝘁𝗲𝘀: • 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆: Lower valuations + easing rates set the stage for mid-market buyouts, growth equity, VC, and secondaries. • 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁: Resilient income potential across cycles; asset-backed lending expected to expand. • 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: New channels — AI, machine learning, healthcare, sports & live entertainment. • 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗦𝗵𝗶𝗳𝘁𝘀: Secondaries, democratization of access, and regulatory change widening investor participation. ✅ 𝗞𝗲𝘆 𝗱𝗮𝘁𝗮 𝗽𝗼𝗶𝗻𝘁𝘀: • ~$3.2T in unsold PE assets sitting in GP portfolios. • PE deal activity up 22% YoY in 2024; IPOs surged 38%. • Secondaries volume reached ~$160B in 2024 (vs. $108B in 2022). 💡 𝗪𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 Alternative assets are positioned to provide both diversification and return potential in a year defined by policy shifts, lingering inflation, and persistent volatility. For allocators, 2025 may be the moment to reassess exposure and seize entry points created by the reset in valuations. Credit: BNY #PrivateEquity #PrivateCredit #Alternatives #VentureCapital #AssetManagement #Investing — 💰 𝗠&𝗔 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 - https://lnkd.in/gsvG2eDh  📊 𝗜𝗕 𝗗𝗲𝗰𝗸𝘀 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲 - https://lnkd.in/gJEGnBC7  📚 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗖𝗼𝘂𝗿𝘀𝗲 - https://lnkd.in/gNNZBude —

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With the 32nd CITIC CLSA Investors’ Forum moments away, Shaun Cochran, Head of Research at #CLSA on Bloomberg TV today provided his views on China’s stock rally driven by two key drivers: cheap valuations and the rapid rise of DeepSeek — underscoring China’s growing role as a fundamental player in global tech. Building on the AI theme, Shaun highlighted a recent report from CLSA “Tokens Tale” containing a framework projection for AI compute. Today, AI models consume one quadrillion tokens each month. Our analyst projects that could rise to 80 quadrillion a month driving both huge opportunities and volatility in AI stocks. With GPUs expected to deliver 27x efficiency gains and smarter algorithms reducing token use, the AI journey is only just beginning. AI is a key theme at the 32nd CITIC CLSA Investors’ Forum. Catch Shaun’s full insights on Bloomberg TV: https://lnkd.in/gfmhNR82 #CLSANews #CLSAInsights #CITICCLSAForums #CITICCLSAInvestorsForum #CITICCLSAIF25

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