The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Where can investors find sustainable sources of return?
Is the gap closing between US equity returns and the rest of the world���s?
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Do we still see promise in emerging market growth?
Where is the value in emerging markets equities?