In the post-COVID economy, companies across the Asia Pacific region are intensifying their scrutiny of portfolio holdings to rebalance for growth and resilience, and divesting assets that no longer fit. This report outlines the findings of our portfolio rebalancing survey and underlines the need for active portfolio management in today's dynamic market.
In Asia Pacific, companies are under growing pressure to rebalance their portfolios in response to a combination of factors: geopolitical tensions, capital efficiency regulations, investor activism, ESG considerations, and the growing influence of private equity. Companies seeking to build resilience and achieve transformative growth must take a more active approach to portfolio management.
This report explores some of the key themes, and provides valuable insights and practical strategies to help company leaders evolve their thinking around portfolio management and divestment.