2024/07/25

BDA Insights | 2024

Since the start of 2024, we have seen a strong upturn in M&A after a challenging year. BDA’s pipeline and sector expertise have continued to grow. We have published many insight pieces from our sector heads within Consumer & Retail, Health and Technology this year. Please join our mailing list to read our latest insights and reach out to BDA Partners for a discussion regarding specific M&A opportunities. 

The beauty sector is glowing and glowing in Asia

North Asian countries already comprise the world’s largest markets for beauty and personal care products. China, Korea and Japan together represent 35% of the global market, with above average growth. China skyrocketed to become the industry leader in this region, but has witnessed a troubling market hangover in the last 12 months.

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Asia GP-led secondaries: A new normal for liquidity? 

GP-led secondaries have become a more attractive, alternative, path to liquidity amid a challenging exit environment for sponsors during the past two years. While APAC markets still lag behind their Western counterparts in utilising this type of transaction, recent completed transactions have been encouraging.

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Say hello to the new Maharajahs: India is the new luxury hub

For a decade, China has been the engine for global luxury growth. China now accounts for 25% of global luxury spending, but this year, China’s growth has slowed to a trickle.

India today is a much smaller luxury market, representing 5% of global luxury spend, but it’s suddenly seeing explosive growth.

GDP growth, 8.2% in 2023, lit the touch paper. Next: the fireworks.

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Software in Asia

Underpinned by continued digitalisation, rapid adoption of localised, cloud-native mission-critical Software, attractive demographics and other market tailwinds, Asian Software is set to outpace Global Software growth, reaching ~20% share of the Global Software market by 2028.

In our latest insight piece, we summarise our key observations on the Asian Software landscape.

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China Healthcare M&A outlook for 2024

In China’s dynamic healthcare market, M&A activities are booming due to an ageing population and increasing consumer health demands. The sector is seeing heavy domestic investments from Chinese firms and Government funds.

In our latest Insights piece, we summarise the predicted outlook of China healthcare M&A for 2024.

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HealthTech sector landscape 
 

The HealthTech industry has seen substantial expansion in recent years, largely propelled by the widespread acceptance of digital healthcare services. 

In this Insights piece, we summarise the global HealthTech sector landscape.

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