在中國經濟困境中，SC Lowy 將重點轉向韓國和印度

在中國經濟放緩和地緣政治不確定性的背景下，SC Lowy 執行長米歇爾·洛伊(Michel Lowy) 將重點轉向韓國和印度，因為它們被強勁的成長前景和有利的投資環境所吸引。該公司管理著 15 億美元的資產，致力於發現房地產和製造業的機會，特別是韓國有限的外國資本債務市場以及印度強勁的經濟成長和不斷演變的破產制度。

SC Lowy Shifts Focus from China to South Korea and India Amid Economic Challenges

面對經濟挑戰，SC Lowy 將重點從中國轉向韓國和印度

In a strategic move driven by China's economic slowdown and geopolitical risks, SC Lowy, an investment firm managing $1.5 billion, has redirected its investment strategy towards South Korea and India.

在中國經濟放緩和地緣政治風險的推動下，管理 15 億美元資金的投資公司 SC Lowy 已將投資策略轉向韓國和印度。

South Korea: A Promising Market with Attractive Legal Framework

韓國：具有有吸引力的法律架構、充滿希望的市場

Michel Lowy, CEO of SC Lowy, highlighted the allure of South Korea's well-established legal and regulatory environment, which provides clarity and stability for investors. Moreover, the country's limited foreign capital in the debt market presents barriers to entry but also creates opportunities for investors with local knowledge and connections.

SC Lowy 執行長 Michel Lowy 強調了韓國完善的法律和監管環境的吸引力，這為投資者提供了透明度和穩定性。此外，該國債務市場的外國資本有限，造成了進入壁壘，但也為具有當地知識和人脈的投資者創造了機會。

The demand for borrowing in South Korea is primarily fueled by real estate and industrial businesses, with an emphasis on refinancing construction loans and providing support to mid-sized companies. Despite geopolitical uncertainties, South Korea's strategic alignment with the United States and Japan enhances its global economic position.

韓國的借貸需求主要由房地產和工業企業推動，重點是建築貸款再融資和為中型企業提供支援。儘管存在地緣政治不確定性，韓國與美國和日本的戰略聯盟仍增強了其全球經濟地位。

India: Robust Growth and Evolving Regulatory Landscape

印度：強勁成長和不斷變化的監管環境

SC Lowy has maintained a presence in India for approximately 20 years, capitalizing on the country's robust economic growth and evolving insolvency regime. The firm identifies opportunities in real estate and industrial sectors, including a recent investment in a credit card manufacturer.

SC Lowy 已在印度開展業務約 20 年，充分利用該國強勁的經濟成長和不斷發展的破產制度。該公司發現了房地產和工業領域的機會，包括最近對一家信用卡製造商的投資。

India's manufacturing sector is poised for expansion, driven by geopolitical factors and increasing domestic demand. With high single-digit GDP growth and expanding export potential, India is emerging as a viable alternative to China for manufacturing activities.

在地緣政治因素和不斷增長的國內需求的推動下，印度製造業有望實現擴張。憑藉高個位數的 GDP 成長和不斷擴大的出口潛力，印度正在成為中國製造業活動的可行替代品。

Need for Local Presence and Understanding

需要當地的存在與理解

Lowy emphasized the paramount importance of a strong local presence and a thorough understanding of market dynamics in the Asia-Pacific region's private credit landscape. As the region contributes a significant portion of global GDP, there is a growing funding gap that asset managers can potentially address.

洛伊強調，在亞太地區私人信貸領域，強大的本地影響力和對市場動態的透徹了解至關重要。由於該地區佔全球 GDP 的很大一部分，因此資產管理公司可以解決日益擴大的資金缺口。

While SC Lowy's headquarters remains in Hong Kong, Lowy recognizes the changing dynamics and the necessity to adapt to evolving business trends. Despite the challenges presented by economic uncertainties and regulatory changes, the firm remains optimistic about the investment opportunities in South Korea and India.

雖然 SC Lowy 的總部仍設在香港，但 Lowy 認識到不斷變化的動態以及適應不斷變化的業務趨勢的必要性。儘管面臨經濟不確定性和監管變化帶來的挑戰，該公司仍對韓國和印度的投資機會持樂觀態度。

Conclusion

結論

SC Lowy's shift in focus towards South Korea and India reflects the evolving investment landscape in Asia. The firm's strategic approach, centered around local presence and market understanding, positions it to capitalize on the growth potential and opportunities these markets present.

SC Lowy 將重點轉向韓國和印度反映了亞洲不斷變化的投資格局。該公司的策略方針以當地影響力和市場了解為中心，使其能夠充分利用這些市場帶來的成長潛力和機會。