Donald Tang
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- Milken Institute46 min
Renewed Opportunities in Private Markets | Global Investors’ Symposium Hong Kong 2024
Samson Wong, Kevin Lu, Matthew Michelini, Ganen Sarvananthan, Donald Tang
Leading alternative asset managers including Apollo, TPG, and Partners Group are pivoting strategies as the post-2008 macroeconomic tailwinds unwind, driving capital from traditional public banks into private credit and private equity markets. Firms are aggressively targeting investment-grade private credit to replace shrinking bank lending while leveraging Asia-specific opportunities in infrastructure and RMB-onshore funds to capitalize on valuation dislocations and structural growth. Simultaneously, the industry is integrating operational transformations through generative AI and sustainability initiatives to navigate power constraints and capture dual financial and impact returns in emerging markets.
- Milken Institute1h 2m
Investing in China: Making Money in the Middle Kingdom
Andrew Wong, Wei Sun Christianson, Goodwin Gaw, Fred Hu, Keyu Jin, Donald Tang
This event analyzes China's transformative investment landscape, highlighting how automation and FinTech innovations like mobile payments are reshaping manufacturing margins and consumer behavior while state-driven capital misallocation creates arbitrage opportunities. Participants examine structural risks including valuation discipline and accounting fraud alongside macroeconomic resilience provided by massive state savings and regulatory consolidation. The presentation concludes by outlining significant portfolio diversification potential as institutional capital flows into an under-penetrated market poised to lead global AI development.