Serena Tan, CEO of Gaia Investment Partners and Sakut Han, CEO of Hahn & Co at CNBC's Conversge Live on Thursday 13 March, Singapore.
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Serena Tan, CEO of Gaia Investment Partners, a Malaysian Fund, told CNBC at CNBC at CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC At CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC, CNBC for CNBC, GAIA Converge directly In Singapore.
The low interest rate environment then means that the deals market was prosperous, which enhances the records of the fund managers, according to Tan. Tan added that many of these players from the previous successful stocks are struggling to raise funds in the current dull market.
“We see this market, it is in fact a good reset to many private stocks. For private stocks in general,” she said.
“There is a quote that was released to say that many private stock players collected their last box, they do not realize this yet, right?”
She said that investors are getting more discrimination about the place where they are allocated, and chasing what she described as investments “is the truly quadruple.”
“You need to hit your private markets, your public markets … because otherwise, why do you exist?” Tan said in a conversation with David Faber of CNBC.
Tan said that one of the fund managers who deal with the requirements of the private stock space is to simplify their operations. For example, she said that many are now focusing on “the additional focus on the presence of their operating team”, which includes the creation of the appropriate governance structure and the employment of appropriate talent to ensure that the money is able to increase its revenues and improve costs from the beginning.
To move forward, Tan expects a “boom” in investments by the sovereign wealth funds in Asia, given that the likes of GIC and Temasek in Singapore grow their difference.
“There is a spread that will appear, which begins, clearly, in places like Singapore and Hong Kong, but throughout the region all over Southeast Asia,” Tan added.
Opportunities in South Korea and Japan
In Japan and South Korea, Scott Han, CEO of Hahn & Co, a special investment group for stocks in South Korea, sees opportunities to look at the high level of local liquidity in the market.
Han said: “If you look at more value markets in Japan and Korea, you see the opportunity to do billions of dollars with ownership and change opportunities with high individual numbers,” Han said.
He added: “We can perform acquisitions where, in fact, whatever the financial lever we want almost 5 % – this is very attractive.”
“Companies here, you have the opportunity to get more distinctive returns, because … these capital markets are not effective, and competition for deals is not at the levels that you will see, I think, in the United States.”
