September 15, 2023
DealStreetAsia
A session on ‘What does it take to generate Alpha’ at the hashtag #AsiaPEVCSummmit2023
Global geopolitical tensions of the past five years have been very helpful for Indonesia, says Chee-Yann Wong, chief investment officer at Northstar Group at the hashtag #AsiaPEVCSummit2023
Key defining alpha is identifying buyers and building business that have the infrastructure, the corporate governance, financial control, the approach to business and consistent with regional players, says Joshua Morris, the founding partner and CEO of Emerging Markets Investment Advisers
When asked whether the next 24 months will be boom or bust in terms of economic growth or stagnation, the panel’s voices were differ. Joshua of Emerging Markets Investment Advisers expects a boom due to a low base while Omar Mahmoud of Creador says some businesses may struggle and suffer from insolvency issues but others may do exceptionally well. “I think it’s going to be a very volatile,” he said.