在中国经济困境中，SC Lowy 将重心转向韩国和印度

在中国经济放缓和地缘政治不确定性的背景下，SC Lowy 首席执行官米歇尔·洛伊 (Michel Lowy) 将重点转向韩国和印度，因为它们被强劲的增长前景和有利的投资环境所吸引。该公司管理着 15 亿美元的资产，致力于发现房地产和制造业的机会，特别是韩国有限的外国资本债务市场以及印度强劲的经济增长和不断演变的破产制度。

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

面对经济挑战，SC Lowy 将重点从中国转向韩国和印度

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.

在中国经济放缓和地缘政治风险的推动下，管理着 15 亿美元资金的投资公司 SC Lowy 已将投资策略转向韩国和印度。

South Korea: A Promising Market with Attractive Legal Framework

韩国：具有有吸引力的法律框架、充满希望的市场

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 首席执行官 Michel Lowy 强调了韩国完善的法律和监管环境的吸引力，这为投资者提供了透明度和稳定性。此外，该国债务市场的外国资本有限，造成了进入壁垒，但也为具有当地知识和人脉的投资者创造了机会。

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.

韩国的借贷需求主要由房地产和工业企业推动，重点是建筑贷款再融资和为中型企业提供支持。尽管存在地缘政治不确定性，韩国与美国和日本的战略联盟仍增强了其全球经济地位。

India: Robust Growth and Evolving Regulatory Landscape

印度：强劲增长和不断变化的监管环境

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 已在印度开展业务约 20 年，充分利用该国强劲的经济增长和不断发展的破产制度。该公司发现了房地产和工业领域的机会，包括最近对一家信用卡制造商的投资。

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.

在地缘政治因素和不断增长的国内需求的推动下，印度制造业有望实现扩张。凭借高个位数的 GDP 增长和不断扩大的出口潜力，印度正在成为中国制造业活动的可行替代品。

Need for Local Presence and Understanding

需要当地的存在和理解

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.

洛伊强调，在亚太地区私人信贷领域，强大的本地影响力和对市场动态的透彻了解至关重要。由于该地区占全球 GDP 的很大一部分，因此资产管理公司可以解决日益扩大的资金缺口。

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.

虽然 SC Lowy 的总部仍设在香港，但 Lowy 认识到不断变化的动态以及适应不断变化的业务趋势的必要性。尽管面临经济不确定性和监管变化带来的挑战，该公司仍对韩国和印度的投资机会持乐观态度。

Conclusion

结论

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 将重点转向韩国和印度反映了亚洲不断变化的投资格局。该公司的战略方针以当地影响力和市场了解为中心，使其能够充分利用这些市场带来的增长潜力和机遇。