• October 30, 2023

When asked the key principle to remember when navigating businesses in China, Ray Dalio answered: “the number one principle that comes to mind is a Chinese saying ‘a smart rabbit has three holes’.” What should decision-makers pay attention to in China? Ray Dalio: “The Chinese government has a long-term oriented view in terms of policymaking. They will not do certain policies in order to jack up the economy, such as producing more debt, instead they are going to focus more on debt restructuring. The local governments made a lot of money from land sales and so on. They had growth objectives, not income objectives, and now we have a situation where they have high levels of indebtedness, and a resolution is being sought. As far as...

• July 7, 2023

In the world of investment, making informed decisions is key to achieving growth and success. M31 Capital is a leading investment firm that specializes in intelligent investment strategies designed to help clients navigate the ever-changing financial landscape. With their expertise and commitment to excellence, M31 Capital offers a range of investment opportunities and strategies to maximize returns and mitigate risks. In this article, we will explore the intelligent investment strategies employed by M31 Capital that can drive growth and success for investors. Thorough Research and Due Diligence: M31 Capital’s investment strategies are built on a foundation of thorough research and extensive due diligence. Their team of experienced analysts condu...

• July 6, 2023

In the world of investments, having a well-diversified portfolio is often considered a prudent approach to minimize risk. However, there is another strategy that some investors swear by – a concentrated portfolio. M31 Capital, a leading investment firm, understands the benefits of a concentrated portfolio and how it can lead to investment success. In this article, we will explore the advantages of a concentrated portfolio and why M31 Capital believes in this approach. Focus on High-Conviction Investments: One of the key advantages of a concentrated portfolio is the ability to focus on high-conviction investments. Instead of spreading investments across numerous assets, a concentrated portfolio allows investors to allocate a significant portion of their cap...

• June 12, 2023

The 3rd Qatar Economic Forum convened in Doha May 23-25, 2023. The Forum promotes both established viewpoints and emerging voices from around the world, and identifies the latest economic trends that will drive new global growth.   In an increasingly globalized economy, identifying and capitalizing on the right investment opportunities has become paramount for investors seeking diversification and long-term growth. At the panel “Global Investment Opportunities in High-Growth Sectors” M31 Capital’s Founding Managing Partner, Patrick Zhong, along with Eurazeo Co-CEO, Christophe Bavière, Qatar Investment Authority Chief Investment Officer of Americas, Mohammed Al-Sowaidi, engaged in an insightful discussion and sharing session, exploring how...

• May 23, 2023

M31 Capital Founding Managing Partner Patrick Zhong joins Bloomberg’s Sonali Basak and Ed Ludlow to discuss the global VC landscape and how investors can navigate the gap between US and Chinese companies, and why he thinks Chinese companies can do really well in AI. Investors and entrepreneurs from China and the United States should increase communication. Patrick emphasized the restricted travel and limited communication between China and the US due to the COVID-19 pandemic and geopolitical tensions, which have raised concerns and hindered interactions among investors and entrepreneurs. He highlighted interconnectedness and cooperation among global technology companies. “Many American LPs and CEOs used to frequently travel to China, approximat...

• May 23, 2023

SALT iConnections, the global forum for world’s foremost investors, returns to New York City this May for three days of collaboration focused on disruptive innovation. Patrick Zhong, the Founding Managing Partner of M31 Capital, shared his insights during the panel discussion “The Globalization of Venture Capital: Inside the Borderless Technology Entrepreneurship Boom.” In response to the discussion on what Chinese capital allocators are thinking about and what they are investing in, Patrick believed that demographic trends, energy transition, and generative AI are all global themes that require talent from all over the world to contribute. China presents immense investment opportunities as it is one of the world’s largest economies and ...

• April 18, 2023

Since the Spring Festival of 2023, there has been a steady stream of visits and inspections to China by global political leaders, CEOs of multinational corporations, and heads of major foreign institutions. Political and economic exchanges between China and the world are showing signs of recovery, with more frequent and active interactions taking place. As partners of McKinsey, M31’s Founding Managing Partner Patrick Zhong and Managing Director Tian Lin, were invited to attend the McKinsey 2023 China Week Forum and delivered speeches at the forum. The forum, which focused on the macro theme of “China and the World”, brought together over 500 influential business leaders from China and beyond to discuss the post-pandemic era and how Chine...

• April 7, 2023

The PRIORITY in Miami conference brought together industry leaders, policymakers, CEOs, and investors to discuss the pressing issues facing humanity in these challenging times, including climate change, technology, and geopolitics. Speakers at the conference included: –Francis Suarez, Mayor of Miami –Sen. Matteo Renzi, Former Priminister of Italy –Steven T. Mnuchin, 77th Secretary of the Treasury of the United States –Nelson Peltz, CEO & Founding Partner, Trian Fund Management –Steve Wynn, Owner, Wynn Resorts –Jenny Johnson, President & CEO, Franklin Templeton –Chip Kaye, CEO, Warburg Pincus –Patrick Zhong, Founding Managing Partner, M31 Capital –Barry Sternlicht, Chairman & CEO, Starwood Ca...

• October 30, 2022

In October 2022, M31 Capital led a group of innovative Chinese entrepreneurs to attend the China Day event hosted by Mubadala, a leading sovereign wealth fund in Abu Dhabi with over $300 billion in assets under management. Mubadala has been a long-term supporter of the Chinese market and technological innovation. The China Day event attracted not only the Mubadala team but also various Abu Dhabi government officials, totaling over 30 representatives. Key participants included Abu Dhabi Global Market (ADGM), Abu Dhabi Investment Office (ADIO), Hub71 incubator, and ADIC, another of Abu Dhabi’s sovereign wealth funds. The Chinese entrepreneurs, led by M31 Capital, represented diverse sectors such as enterprise services, artificial intelligence, autonomo...

• October 28, 2022

Known as the “Davos of the Middle East,” Future Investment Initiative (FII) is an annual global event that attracts the world’s political leaders, business giants, and pioneering entrepreneurs to discuss key global issues, seek solutions to social and economic challenges, share international business insights, and envision the world’s economic outlook. M31 Capital spearheaded a delegation of 50 Chinese entrepreneurs at the 2022 FII held in Riyadh from October 25th to 27th. The key theme of the 6th edition of FII was “Investing in Humanity: Enabling a New Global Order.” The conference focused on addressing the challenges facing global leaders at this pivotal moment as the world rebuilds from the pandemic and confronts both...