Is China currently an attractive and accessible venture market for Western LPs and investors?
5 recorded positions from 4 people, first said Apr 29, 2024. They do not agree — the readings below are what each one actually argued.
China is underrated more bullish than consensus
Peter Singlehurst · Mar 19, 2025
China remains a big investment opportunity even as global capital markets withdraw from it
Be greedy when others are fearful; everyone is fearful of China right now, and when everybody says one thing — that China is uninvestable — you'd be daft not to question it; the added risk is real but you can be rewarded for taking it
Scope: acknowledges added risk that must be compensated
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Harry Stebbings · Aug 4, 2025
He is more bullish on China than most people are
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Also on the record
Arthur Mensch · Apr 29, 2024 · hedged
Chinese capital is hard for Mistral because you cannot really operate in both the US and China unless you are a very large corporation, so a choice is forced
Operating across both jurisdictions is only feasible at very large corporate scale
34:54 Us china bifurcation forces companies to choose a side unless operating at massive scale
Miles Dieffenbach · Aug 4, 2025
China is a very high bar and a very hard place for US LPs to invest today
The US executive order blocks dollars going into AI, semiconductor and defense companies, and Chinese GPs' parallel USD and RMB funds are no longer pari passu, creating alignment problems about what the dollar fund actually gets exposure to
65:12 Us regulatory restrictions make china inaccessible for us lps
Miles Dieffenbach · Aug 4, 2025
Many of the best Chinese founders are now choosing to raise outside China, in the US, Singapore or London
China is a tough market today
66:18 Top chinese founders now raise outside china
Your assistant can query this graph directly — 5 positions here, 19,646 across the corpus. Add 996.fm over MCP.