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00:00THE TOP NEWS OF THE DAY IS HOW THE FEDERAL RESERVE IS DOING IN TERMS OF SIGNALING TIGHTENING. WHAT DO YOU WATCH OUT FOR? > > THANK YOU FOR HAVING ME ON THE SHOW. THE FED RATE HIKES, EVERYONE WAS TALKING ABOUT THIS RECENTLY AND FOR US, INEVITABLY, HOW THE CAPITAL MARKET REACTS TO THE FED RATE HIKES WILL EVENTUALLY AFFECT THE PRIVATE MARKET. HOWEVER, GIVEN THE LONG-TERM PERSPECTIVE, EVEN THOUGH IT WAS AN ADJUSTMENT OF EXPECTATIONS FOR DEAL VALUES, WE WILL BE HAVING SOME TIME TO ADJUST TO THAT IMPACT. > > GIVEN THE TINY MOVES FROM THE CENTRAL BANKS AND OTHER COUNTRIES, PEOPLE ARE REALLY FOCUSING ON WHAT THE PBOC AND CHINA WILL DO BECAUSE THEY ARE SIGNALING WHAT THE OPPOSITE. DO YOU SEE ANY OPPORTUNITIES THERE QUESTION MARK > > YES. ABSOLUTELY. AND EVEN THOUGH THE U.S. FED IS DEFINITELY GOING ON WITH THE HAWKISH APPROACH, THE PBOC IS SENDING A CLEAR SIGNAL. IT WILL BE EASED ON THE CREDIT SIDE. GIVEN THE RECENT SITUATION WITH THE REAL ESTATE MARKETS AND THE VOLATILITY IN THE CAPITAL MARKET, I THINK THAT IS A POSITIVE SIGNAL AND AS A PRIVATE EQUITY INVESTOR, WE SEE OPPORTUNITY NOT ONLY RELATED TO LIQUIDITY BUT ALSO WE SEE MORE FUNDAMENTAL CHANGES AND DRIVERS HAPPENING ON THE GROUND LIKE TECHNOLOGY DRIVEN CHANGES AS WELL AS GEOPOLITICAL IMPACTS. THAT WILL HAVE A LONG-TERM AND PROFOUND INFLUENCE ON THE SUPPLY CHAIN. > > THE DIGITAL ECONOMY IS ONE OF YOUR KEY INVESTMENT THEMES IN CHINA. HOW CONFIDENT ARE YOU THAT THE REGULATORY RISK IS STARTING TO RECEIPT? > > FOR THE RESTRICTIONS, IT IS COMING FROM TWO PLACES. ONE IS FROM THE GEOPOLITICAL INFLUENCE. THE CHIP SUPPLY FOR EXAMPLE. AND THE DOMESTIC PRODUCTION. THAT BECOMES A VERY CLEAR TREND. WE WERE LISTENING TO THE SEMICONDUCTOR SECTOR. CHINA CURRENTLY RELIES ON 80% OF IMPORTS. THAT IS A HUGE MARKET AS A REFLECTION TO THAT VERY STRONG GROSS AND THE DEMAND THAT YOU SEE IN ONE YEAR IN 2020. IN ONE YEAR, YOU SEE 16,000 STARTING OFF IN THAT SECTOR. AS A VENTURE CAPITAL, WE SEE THERE IS CLEARLY A LOT OF INVESTMENT OPPORTUNITIES IN ALL PARTS OF THE SUPPLY CHAIN. MORE IMPORTANT THEY, FOR THE LONGER-TERM PERSPECTIVE WE WILL LOOK AT DIFFERENT IMPACTS ACROSS DIFFERENT SECTORS. PHYSICALLY TO THE VERTICAL SECTOR. ONE IS HEALTH CARE, DIGITAL SECTOR. THOSE ALL REPRESENT VERY PROMISING GROWTH.

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Yimei Capital's Ye on Top Investment Themes

For this week's "Bloomberg Wealth" segment, we spoke with Judy Ye, Founding Partner at Yimei Capital. Yimei invests in the healthcare, consumer and TMT sectors, and was founded by pioneers in China's VC and private equity market. She spoke with with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia". (Source: Bloomberg)

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