A Process for Delivering Strong Risk-Adjusted Returns

We believe that robust, well-governed processes are critical to source, acquire and build better businesses in China’s growing consumer market, and will allow us to generate stronger risk-adjusted returns. Our investment process follows ten-stages that emphasize timeline, control, discipline, transparency and results. We aim to leverage our resources and experience running Chinese consumer companies, monetize […]

Investing in the Chinese Consumer: The Scale of the Opportunity

The scale of investment opportunities in consumer industry in China is growing, and we believe that Lunar offers an attractive proposition to the owners of businesses that we acquire. We provide a solution that is operationally oriented in the belief that transitioning businesses to professional management unlocks the potential for tremendous value creation, and we […]

Lunar Capital’s Jerry Mao: Compensating for China-style LBO Investment

On November 19th 2014,  ChinaVenture held the 2014 ChinaVenture Investment Conference·Beijing at the JW Marriott Hotel. Lunar Capital Partner Jerry Mao attended and delivered a speech during the Investment Session: “On the Basis of Value Investing,  Excavating Opportunities during Reform”. For more information and complete speech transcript (in Chinese) please click here.

Succession-planning Deals: A Matter of Legacy

By Andrew Woodman Long a feature of the developed markets private equity, succession-planning opportunities are beginning to pop up in emerging Asia. Regardless of geography, convincing a founder to sell his business is a challenge Over the course of three decades, Chinese meat snacks producer Guizhou Yonghong – best known for the popular Niutou jerky […]

Changing Consumer Landscape Creating Opportunities

Traditional consumption norms in China are being challenged by evolutions in technology, modern habits and innovative product-experiences that affect how consumers evaluate, select and pay for goods and services. Today, Chinese consumers have higher and higher expectations – they focus on quality and safety, are becoming brand-centric and consume across multiple retailing channels, and pay […]

Lunar Capital 2014: Progress to Date

We believe the coming decade will be marked by an emergence of individuality, a shift from savings toward consumption, and government policies that support the growth of a strong consumer-led economy. Managing these changes is a challenge for the consumer businesses that we target for investment. The recent slowing of growth, in addition to scarcity […]

Zhang Ziyi Endorses I Pinco Pallino Crossover Art Design Cooperation

On September 25, 2014, at Plaza 66 in Shanghai, international movie star zhang ziyi attended the flagship store opening ribbon-cutting ceremony of her favorite children's clothes I Pinco Pallino. During the ceremony, the first dress Ziyi ever designed was released under I Pinco Pallino's brand. It featured the coopearation between Ziyi and I Pinco Pallino.

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