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KKR Insights
Asia: Leaning In
BY HENRY H. MCVEY • Oct 11, 2017

Asia: Leaning In

In a world largely starved for structural growth, both cyclical and secular forces are now working in concert to create a favorable environment for capital deployment across many parts of Asia. Key to our thinking is that the current macro backdrop, including a more favorable currency environment as well as a more stable China, has turned more positive. Beyond the compelling macroeconomic conditions that we now see, Asia has now also emerged as an elegant play on some of our highest conviction i....

Jul 13, 2017

Mid-year Update: Five Areas of Focus

By Henry H. Mcvey

As we peer around the corner today on what tomorrow might bring, our work still leads us to forecast lower overall returns. Against this backdrop, how....

Jun 07, 2017

Indonesia: Harnessing its Potential

By Henry H. Mcvey

Our recent trip to Southeast Asia leads us to upgrade our investment outlook for Indonesia. The country has one of the most compelling demographic sto....

May 10, 2017

The Ultra High Net Worth Investor: Coming of Age

By Henry H. Mcvey

If we are right about the macroeconomic backdrop that we laid out in our 2017 Outlook: Paradigm Shift, then Ultra High Net Worth investors, particular....

Mar 30, 2017

Europe: Complexity Rules

By Henry H. Mcvey

Our most recent macro deep-dive across Europe left us with several high conviction investment conclusions. First, we have boosted our European GDP for....

Jan 11, 2017

Outlook for 2017: Paradigm Shift

By Henry H. Mcvey

We view Donald Trump’s ascendancy to the Presidency of the U.S. as confirmation of a political and economic paradigm shift that started with Brexit ....

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