FINANCING FACEBOOK, THE ROLE OF SWFs IN A RESTRUCTURING GLOBAL ECONOMY and CREATING KLEINER
PERKINS and ATOMICO in (Mozambique/Colombia/Indonesia)
Jim de WildeMcGill Global Management BComm
October 15, [email protected]
Azerbaijani State Oil Fund purchases real estate in South Korea http://en.trend.az/business/finance/2258097.html
AZERBAIJAN -KOREA
BRIDGE 2014
Sohrab Ahmari in yesterday’s WSJ: http://online.wsj.com/articles/iran-tries-to-open-for-business-1413135020
NEW TRENDS AND NEW PLAYERS –WILL IRAN BE THE NEXT KOREA?
http://michael-hudson.com/2011/03/norways-oil-fund-is-it-realizing-its-full-potential/
http://www.ft.com/intl/cms/s/0/c2671924-69b8-11e3-aba3-00144feabdc0.html#axzz3G5OsoFeb
NEW TRENDS AND NEW PLAYERS: NORWEGIAN PENSION FUNDS
http://www.theguardian.com/technology/2014/jul/25/facebook-valuation-billions-market-buy-sell-profit
$192 billion means
http://mashable.com/2014/05/30/facebook-acquisitions/
Facebook Has Spent $22 Billion on Acquisitions. That's Equal to the GDP of Uganda (Mashable)
NEW TRENDS AND NEW PLAYERS IS FACEBOOK A “NATIONAL CHAMPION”?
http://www.ft.com/intl/cms/s/0/1ae03eac-e103-11e3-875f-00144feabdc0.html
NEW INVESTMENT STRATEGIES: BRAZILIAN INVESTMENT IN PRESERVATION
http://www.howwemadeitinafrica.com/what-we-can-learn-from-olams-success-in-africa/41200/
http://www.ft.com/intl/cms/s/0/5f31ab60-4ae7-11e4-839a-00144feab7de.html#axzz3G4MByu6V
NEW INVESTMENT STRATEGIES: AGRIBUSINESS - OLAM
http://www.ft.com/intl/cms/s/0/1df5c6ae-430d-11e4-9a58-00144feabdc0.html
Will the BRICs and CIVETs (*) bring back public capital markets as the middle class grows in Indonesia etc.
* No one uses CIVET any more, but BRICs doesn’t work either and high growth
emerging economies is not a great acronym.
NEW INVESTMENT STRATEGIES Indonesia develops a retail brokerage
http://thenextweb.com/africa/2013/06/17/rocket-internets-e-commerce-startup-jumia-raises-35m-as-its-passes-500000-customers-in-nigeria/
http://www.dw.de/rocket-internet-disappoints-in-market-debut/a-17969496
NEW INVESTMENT STRATEGIES: Rocket Invests in Nigeria
http://www.slate.com/articles/technology/the_next_silicon_valley/2013/12/all_the_next_silicon_valleys_a_world_map_of_aspiring_tech_hubs.html
The next big thing is Agrichemical Valley or……… http://www.nytimes.com/2014/10/13/business/venture-capitalists-return-to-backing-science-start-ups.html?_r=0
INNOVATION DRIVES THE GLOBAL ECONOMY but it will be different technologies in the next big
thing
http://www.vcpost.com/tags/samsung-ventures
SAMSUNG VENTURES strategy (selected portfolio)
….and still the basis of global commerce (for perspective)
http://www.nytimes.com/2014/10/05/business/international/aboard-a-cargo-colossus-maersks-new-container-ships.html
MAERSK
Kleiner Perkins Atomico
http://venturebeat.com/2013/03/19/5-things-you-need-to-know-about-venture-capital-in-brazil/
http://thenextweb.com/la/2013/05/27/why-brazils-e-bricks-digital-is-launching-a-100-million-venture-capital-fund/
Starting Kleiner Perkins of Atomico in Mozambique
New growth with new partners in the restructured global economy
Access to capital + designing the right vehicles to attract investment determines competitiveness
New players redefine capitalism (longterm returns versus short fixes, power of financially-engineered national champions with longterm horizons, significance of acquisition capital in a slow-growth global economy)
Linking entrepreneurs to venture capital defines the growth strategy of the global capital market.
IMPLICATIONS FOR GLOBAL STRATEGIES