In this podcast episode, we invited our experts Ada and Vion, who recently attended the annual PE/VC summit. The summit gathers different investors, LPs, and some startup founders.

 

We posed the question to our experts: What are the hot topics in Southeast Asia? The answer was revealing – fintech, SaaS (Software as a Service), and the burgeoning field of agritech are making waves in the region. 

 

We explore the evolving landscape of investments and the intriguing concept of "lighter models." These are investments in tech-driven brands with high gross margins and minimal tangible assets, where the focus is not on massive growth but on sustainable profitability and cash flow.

 

But that's not all – we're taking a global perspective, looking beyond borders to examine the ever-shifting narrative surrounding investments in China. With headlines suggesting China may be becoming "uninvestable," we aim to cut through the noise and explore what lies beneath. Is China truly off the table for investors, or are there still opportunities to seize in this dynamic market?

 

So, stay tuned as we navigate the ever-evolving landscape of finance. You won't want to miss the valuable insights our guests have to offer.