Venture Investment Outlook
Ana discusses the challenges of investing in illiquid venture capital, particularly in light of geopolitical risks affecting China. She expresses optimism about their entrenched venture firms that align with government goals, while also acknowledging the need to reassess investment strategies as US markets correct. The next three years will be crucial for monitoring the evolving US-China relationship and its impact on investment decisions.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Related Questions
How are US-China dynamics shifting in the context of the episode 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital and the clip Convergence and Adaptation
What are the insights on venture capital from the episode 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital and the clip Operating vs Non-Operating Value?