Anurag Bansal’s Post

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Managing Director @ 13D Research & Strategy | Author, Thought Leader

VCs avoid China. Short term or a trend in making? China’s VC funding landscape took a hit in 2024. Funding dropped by 26.8% YoY to $28.2 billion from January to October, with deal volume down 22.5%, according to GlobalData. Key insights: - Big-ticket deals ($100M+) fell from 70 in 2023 to 50 in 2024. - Despite challenges, China remains a major player, second only to the US in deal volume and value. - Notable deals included $1.5B by Changxin Technology and $1.4B by AVATR. Meanwhile, the US saw VC funding surpass $117 billion, growing 17% YoY, driven by large-scale AI investments like OpenAI’s $6.6B and X.AI’s $6B. How will these trends shape the global VC landscape in the coming years? Share your thoughts. #China #USA #VCFunding #technology #chinainnovation #innovation

Sougat Chatterjee

Investment Management | Equities | Commodities | Strategic Leadership | Alternative Investments | Fintech and Behavioral Finance enthusiast

1mo

My sense is that things should improve in 2025. Almost entire APAC suffered from the lens of VC funds throughout 2024. More lucrative bets in the US. More promise and more ROI on a relative basis. However, as fundamentally private market landscape improves, Asia and invariably China, should also see momentum Anurag

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That aligns with the emerging view of treating AI funding as a part of the Sovereign strategy. I wonder what the numbers look like, China vs US for non-AI VC funding in absolute and % terms YoY, particularly for US-based VS firms.

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