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Analyse Asia

Feb 27, 2024

“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in...


Feb 14, 2024

"So in our view, great would be when everyone can find the best place to put their money to work. To whatever cause they want. It could be investing. It could be protecting their family. It could be long-term. It could be a nonprofit. It could be helping a local business. Today in the world, there is Google to...


Feb 6, 2024

“One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers are prepared, they're going to have a much tougher moment than when they confronted the Japanese or the Koreans. The...


Jan 30, 2024

"Indonesia is not of the scale of China and India. And some people argue that India and China are so vast that you can almost consider: North China, South China, East China and different parts of the world. But because Indonesia normally gets lumped into ASEAN, right? People think about, well, I don't want single...


Jan 24, 2024

"The whole of Southeast Asia has to come up as a group. Hence, my secret about what I know about the VC industry that people don't know. The secret is that you've got to be very sane when you come to investing, right? So, if you invest so high, we can't get exits. When we can't get exits, we can't return money to LPs,...