Opinions
Perspectives from the AGP partners, newest first.
Back the Founder, Build the Bench: Leadership Lessons for Growth-Stage Investors
At Series B and beyond, the leadership that built a company is not always the leadership that will scale it. Adapted from his SuperReturn Asia 2026 panel, Davian Sim sets out why founders must know what they don't know, the traits that travel across stages, why investors should look one level below the CEO, and how Southeast Asia's talent bench is being built.
The AI Test for GPs: Why Judgment, Access and Hard Moats Still Decide Returns
AI is compressing the analyst layer of private markets, not the accountability layer. Adapted from his DealStreetAsia Asia PE-VC Summit 2026 panel, Dr Basil Lui explains how AGP screens for inflection points overnight, why hardware and regulatory moats matter more as software commoditises, and why investment decisions must stay human in the loop.
From McKinsey to McDonald’s: Underwriting for DPI in a Fractured Capital Landscape
As Asia-Pacific fundraising hits a 12-year low and Southeast Asian exits fall, LPs are prioritising realised distributions. Davian Sim argues growth investors must design liquidity at entry, translate strategy into operating rigour, and anchor growth in domestic moats.
The Asia Healthcare Growth Playbook: Why Cross-Border Structuring Matters More Than Ever
Three structural forces — demographic weight, supply chain relocation, and capital market reordering — are reshaping Asia healthcare growth investing. The dispersion of returns will widen; cross-border structuring, regulatory literacy, and exit optionality at entry are becoming foundational rather than optional.
AI Nation, Brainpower Hub: How Singapore Can Fuel Brain-Computer Interfaces Leap
On Singapore's potential to become a global hub for brain-computer interface innovation, leveraging its strengths in AI and deep tech.
Southeast Asia's Healthcare Transformation: Emerging Macro Trends and AI-Driven Opportunities
Exploring how shifting demographics, rising affluence, and government initiatives are driving rapid growth in Southeast Asia's healthcare sector.
SE Asia Is Ripe for AI-Driven Healthcare: August Global Partners
An in-depth interview on AGP's investment thesis for AI-driven healthcare in Southeast Asia.
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