INSIGHTS


Xi Thought: Our Thoughts on What it Means for Investors in Asia

On March 11, 2018, 3,000 delegates gathered in the Great Hall of the People in Beijing and voted to abolish the two-term limit on the Chinese presidency. The vote passed almost unanimously with only two dissenting votes. This announcement was met swiftly by predominantly negative reports in the Western media prompting claims of “Chairman Mao 2.0” and fears that China would be returning to the dangerous days of strongman rule. In our view, Xi’s crystallization of power actually lowers the medium term risk in China. read more

The Asian Private Equity Market: A Decade in Review

The Asian Private Equity Market A Decade in Review In this white paper published in November 2017, we examine what has changed in the Asian macroeconomy and private equity landscape since Axiom raised its first fund in 2006 to the present day. We also outline the...

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How Worried Should We Be About North Korea?

Dear Investors, The Korean peninsula has garnered significant press attention in recent weeks. In a series of events that would not seem out of place in a Hollywood blockbuster: North Korea fired a series of ballistic missiles into the Sea of Japan, Kim Jong Nam—Kim...

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