Plug into China’s most powerful growth engine
Established in Singapore in 2026, Ninety One Asia provides investment capabilities focused on connecting Chinese and international capital markets. Ninety One Asia combines international investment expertise with specialist Chinese market insights, research capabilities and technology expertise to support the development of differentiated public market strategies, strengthen engagement with institutional asset owners in China, and broaden opportunities for international investors seeking exposure to China.
Investment philosophy
We find tomorrow’s leaders today — by seeing structural change before the market does, and riding it all the way from private to public.
Foresight-driven
We believe sustained alpha comes from seeing structural change earlier than the market. We focus on long-term secular themes to identify high-potential sectors and future leaders well before they become widely recognized, enabling us to seek to capture multi-year growth potential over time.
Dual-dimension
We see value where the market overlooks the interaction between structural drivers and cyclical timing. Our investment framework integrates meso-level industry structure with a disciplined 2–3 year horizon, allowing us to translate underappreciated secular trends into differentiated, forward-looking insights.Private to public edge
We believe the private-to-public transition is one of the market’s most attractive mispricing opportunity. Our full-cycle expertise across pre-IPO, IPO, and post-IPO stages gives us unique visibility and early conviction that public-market investors cannot easily replicate. We exploit this mispricing by bringing private-market depth to public equities.
Risk-managed
We believe consistent compounding requires avoiding permanent loss more than chasing short-term gains. Through rigorous bottom-up fundamental research and multi-PM risk oversight, we build resilient portfolios. Our dynamic exposure across private, IPO, and public markets allows us to seek to deliver stable, sustainable long-term returns while mitigating downside risk.Investment approach
From macro theme to individual stock — a disciplined three-stage process that turns early insight into high-conviction positions.
Trend identification
- — Long-term themes and early sector research
- — Differentiated insight from private market network and primary sources
- — Set the direction for capital allocation
Meso-level adjustment
- — Industry structure, competitive dynamics and commercialisation pathway
- — Balance growth potential with earnings visibility and monetisation feasibility
- — Refine themes into priority sub-sector
Stock selection
- — Fundamental analysis with sector-specific criteria
- — Competitive advantage, management quality, capital discipline and valuation
- — Continuous monitoring via core holdings, watchlist and pipeline
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