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编辑观点:9月21日至26日这一周Editor’s Take: The Week That Was Sept 21 - 26

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DealStreetAsia团队近期忙碌非凡,来自亚洲各地(乃至更远地区)的资金分配方、资产与财富管理机构、创始人齐聚新加坡,共襄第11届亚洲PE-VC峰会盛举。以下是今年会议的一些亮点:Warburg Pincus(华平投资)亚洲私募股权主管兼全球金融服务联席主管Vishal Mahadevia表示,菲律宾数字钱包GCash即将进行的IPO,或将成为东南亚PE支持退出的分水岭时刻。

It has been a whirlwind of activity for the DealStreetAsia team, as allocators, asset and wealth managers, and founders from across Asia (and wider afield) came together in Singapore for the 11th edition of the Asia PE-VC Summit. Some highlights from this year’s sessions: Philippine digital wallet GCash’s upcoming IPO could be a watershed moment for PE-backed exits in Southeast Asia, said Warburg Pincus’ Vishal Mahadevia, head of Asia Private Equity and global co-head of Financial Services.

与此同时,PE从业者表示,他们已在投资周期早期便聚焦运营改进与退出策略。在关于区域退出环境与分配的讨论中,Ardian、Bain Capital(贝恩资本)、Brookfield(布鲁克菲尔德)、Blackstone(黑石)及CPP Investments的高管们共同探讨了这一议题。

Meanwhile, PE practitioners say they are already focused on operational improvements and exit strategies early on in the investment cycle, in this discussion on the region’s exit environment and distributions which featured executives from Ardian, Bain Capital, Brookfield, Blackstone, and CPP Investments. Separately, Southeast Asia’s venture capitalists, from Vertex Holdings, Kickstart Ventures, Peak XV Partners, and Jungle Ventures discuss how the sector is grappling with a structural gap in follow-on funding, outside of the mega deals the region has seen recently.

此外,来自Vertex Holdings、Kickstart Ventures、Peak XV Partners(原红杉印度/东南亚)及Jungle Ventures的东南亚风险投资家们,探讨了该行业如何应对结构性后续融资缺口——除近期该地区出现的超大额交易外。

Among the speakers at the Asia PE-VC Summit for the first time was Yoshi Kiguchi, the chief investment officer at the Pension Funds of Japanese Corporations. During a fireside chat, Kiguchi was emphatic about the need for Japanese institutional investors to take on higher risks and allocate more towards private markets, in order to counter capital erosion as a result of rising inflation.

日本企业年金基金首席投资官Yoshi Kiguchi首次登上亚洲PE-VC峰会演讲舞台。在一场炉边对话中,Kiguchi强调,日本机构投资者必须承担更高风险、增加私募市场配置,以对抗通胀上升导致的资本贬值。

For more on what Limited Partners are looking for, this week’s Beyond The Buyout has the takeaways from the Summit.

更多关于有限合伙人(LP)关注点的内容,请见本周《Beyond The Buyout》专栏对峰会干货的梳理。

Catch up on these and the other top themes from the discussions in the Private Equity and Investment Summit; and the Growth and Technology, and Private Markets Forum, which featured sessions on Asia’s deep-tech opportunity, the use of AI in private markets, and Southeast Asia’s next big consumer opportunity.

请关注私募股权与投资峰会、增长与科技论坛、以及私募市场论坛的其他核心议题,涵盖亚洲深度科技机遇、AI在私募市场的应用、东南亚下一个重大消费机遇等专题讨论。

Catch up on these and the other top themes from the discussions in the Private Equity and Investment Summit; and the Growth and Technology, and Private Markets Forum, which featured sessions on Asia’s deep-tech opportunity, the use of AI in private markets, and Southeast Asia’s next big consumer opportunity.

敬请关注我们亚洲PE-VC峰会2026的更多报道,包括来自私人财富、资本与创新论坛的故事,将在未来一周内陆续发布。

Look out for more coverage from our Asia PE-VC Summit 2026, including stories from the Private Wealth, Capital & Innovation Forum, throughout the coming week.

交易及其他 高盛资产管理已成为涉及GSR Ventures第四只基金二级市场交易流程的领投买家,该基金高度集中于中国社交媒体平台小红书。

Deals and more Goldman Sachs Asset Management has emerged as the lead buyer in a secondary process involving GSR Ventures’ fourth vehicle, which is heavily concentrated in Chinese social media platform Xiaohongshu.

印尼金融科技公司DANA已获得专注于东南亚金融科技的成长型股权公司01Fintech的投资。

Indonesian fintech DANA has secured an investment from 01Fintech, a growth equity firm focused on fintech in Southeast Asia.

此外,据DealStreetAsia查阅的公司文件显示,总部位于印尼的支付金融科技公司DOKU已更名为“DOKU by Antom”,因为蚂蚁国际旗下商户支付与数字化业务部门Antom已成为该公司最大股东。

Separately, Indonesia-based payment fintech DOKU has rebranded to “DOKU by Antom”, as Ant International’s merchant payment and digitisation arm Antom emerges as the largest shareholder in the company, according to corporate filings seen by DealStreetAsia. As the fintech landscape in Southeast Asia matures, we look at how the dynamics between traditional lenders and their once-upstart disruptors have evolved.

随着东南亚金融科技格局日趋成熟,我们将探讨传统放贷机构与曾经的颠覆性新兴挑战者之间的互动关系是如何演变的。

As the fintech landscape in Southeast Asia matures, we look at how the dynamics between traditional lenders and their once-upstart disruptors have evolved.

国际金融公司拟向ProsperETE Growth Fund I投资最多1000万美元,该基金规模为2.2亿美元,专注于从事气候减缓和适应业务的中小型市场公司,主要在印度,并可能投资孟加拉国和毛里求斯。

The International Finance Corporation is set to invest up to $10 million in ProsperETE Growth Fund I, a $220 million vehicle focused on small- and mid-market companies operating across climate mitigation and adaptation, primarily in India, with potential investment in Bangladesh and Mauritius.

据称,阿曼印度联合投资基金正在就投资总部位于班加罗尔的床垫公司FLO Sleep Solutions进行早期谈判。

Oman India Joint Investment Fund is said to be in early talks to invest in Bengaluru-based mattress company FLO Sleep Solutions.

EQT已在阿布扎比设立办事处,旨在寻找海湾合作委员会地区医疗健康与生命科学、教育、科技、工业、商业服务以及基础设施与能源转型等领域的投资机会。

EQT has opened an office in Abu Dhabi, as it looks to deploy into opportunities across healthcare and life sciences, education, technology, industrials, business services, and infrastructure and energy transition in the Gulf Cooperation Council region.

马来西亚国家母基金Jelawang Capital已任命新任首席执行官Howard Soh,他此前供职于淡马锡创立的风投公司LemmaTree。

Malaysian state fund-of-funds Jelawang Capital has appointed a new CEO, Howard Soh, who was formerly at Temasek-founded venture firm LemmaTree.

深度阅读 在接受DealStreetAsia采访时,Pantheon国际私人财富部主管Victor Mayer断言,面向私人财富投资者的长青基金产品应采取审慎的融资方式,实际上即设定认购上限。

Longer reads In an interview with DealStreetAsia, Pantheon head of international private wealth Victor Mayer asserted that evergreen vehicles catering to private wealth investors should have a measured approach to fundraising, or effectively a cap on subscriptions.

此外,我们将探讨越南升级为新兴市场地位如何使IPO成为私募股权支持企业更可信、更具吸引力的退出渠道,因为更多的外资参与和更深度、更易进入的股票市场改善了PE支持企业寻求上市的前景。

And, a look at how Vietnam’s upgrade to emerging-market status could make IPOs a more credible and attractive exit route for private equity-backed companies, as greater foreign participation and a deeper, more accessible stock market improve the prospects for PE-backed companies seeking to go public.

最后,如果您错过了,这里回顾一下8月最受关注的文章,涵盖东南亚热门IPO、流动性交易,以及该地区最活跃的风险投资基金之一明显进入收尾阶段的消息。

Finally, in case you missed it, here’s a look at what were the most-read stories in August, from top IPOs in Southeast Asia, to liquidity transactions, and the apparent winding down of one of the most prolific venture capital funds in the region.