IPEM Community

Asia’s Next Investment Frontiers: Opportunity in Secondaries, AI and a Changing Global Economy

Written by Matt Robinson | Nov 13, 2026, 12:46:33 PM

Melissa Ma, Co Founder and Managing Partner, Asia Alternatives in the IPEM TV Studio at IPEM Global 2026 in Paris

 

Key takeaways from this interview

01. Asia matters to global investors
The region’s population, growing consumption, technology and role in global supply chains just some reasons investors need to understand Asia—even if they are not yet investing there.

02. Asia’s markets require a country-by-country view
Asia is not a monolith. China investment decisions, in particular, depend on investors’ location, risk tolerance, legal restrictions and internal governance.

03. Asian secondaries may offer an emerging opportunity
A combination of aging funds, price discounts relative to global markets and fewer buyers—partly due to geopolitics—has created a favorable setup for specialist investors.

04. Asia could play a key role in physical AI
The next phase of AI extends beyond language models into robotics and manufacturing, where Asian markets have strengths in automation and related data.