'Not unlike tariffs': Iran war threatens to deepen Asia private equity's worst fundraising slump in a decade

The Middle East war has introduced a new layer of geopolitical risk for Asia-focused private equity managers, exacerbating a multiyear fundraising slump. Expect increased LP caution, longer fundraising timelines, greater deal selectivity and downward pressure on pricing/valuations for Asia-focused private-market strategies in the near term.

Analysis

The Middle East war has introduced a new layer of geopolitical risk for Asia-focused private equity managers, exacerbating a multiyear fundraising slump. Expect increased LP caution, longer fundraising timelines, greater deal selectivity and downward pressure on pricing/valuations for Asia-focused private-market strategies in the near term.