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Industry Focus

Collectively, we have gained experience in a wide variety of industries: infrastructure, banking, energy, TMT, consumer goods, manufacturing, and healthcare industries. Going forward, we plan to focus on the following areas:

ALTERNATIVE ENERGY                                                                      Top
 

Alternative energy (e.g. solar, wind, and geothermal) is a large and rapidly expanding industry, which will likely attract more than US$100 billion of new investments globally in 2009 alone. Volatile energy prices, environmental awareness, government support and new technologies will continue to drive this sector's growth for years to come. China, where the government has recently set a target of 12% of power generation capacity to come from renewables by 2020 (up from a mere 3% in 2003), is no exception.

HEALTHCARE                                                                                       Top
 

China's national healthcare system remains underdeveloped relative to the national economic growth and power. Aware of the current healthcare issues, the Chinese government is pushing forward healthcare reforms on several fronts. The ambitious program to create an adequate domestic healthcare infrastructure, involving the setting up of city and county disease control and prevention centres, and regional healthcare systems, will generate substantial investment opportunities in the industry for the next ten to twenty years.

CONSUMER PRODUCTS                                                                    Top
 

With the emerging of a burgeoning middle-class, China's consumer products and retail industry is projected to continue its long term growth at an accelerated pace. It is estimated that there will be a five-fold increase in urban consumer spending over the next 20 years in China, up to US$2.3 trillion a year. On the one hand, the consumer retail industry is rapidly modernizing and consolidating. On the other hand, the growth is once again being promoted by the Chinese government, whose ultimate goal is to strengthen internal demand and reduce its dependency on the traditional export-oriented sectors. A significant long term investment opportunity therefore exists.

 
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