Posts Tagged “Emerging Markets”

How does Latin America Compare With Other Emerging Markets In Terms Of Investment Opportunities?

November 26, 2020

An article by Antonia Henbest

‘Latin America is overshadowed by Emerging Asia – but now I think it’s becoming more prominent as Asia becomes expensive. It’s the next big thing.’

- European LP

The story of emerging market growth is both well documented and often remarked upon. In an attempt to maximise returns, many LPs and GPs have flocked to less developed markets and profited from the wealth of opportunities that stultified western markets can no longer provide. Most impressive has been the rise of Asia, which has seemingly witnessed a blossoming of local talent as well as the inevitable surge of larger firms setting up in the region. By comparison, LPs often remark that whilst there is no doubt of the opportunities available in Latin America, the number of GPs who are of sufficient quality to accept institutional capital remains surprisingly low. There are other barriers to investment; many US endowments are still scarred by awful experiences of getting their fingers burnt in the nineties and having less capital returned than was originally invested, and occasionally, none at all. But despite these often quoted examples, Latin American private equity is an increasingly attractive destination for international capital. The recent close of the heavily oversubscribed Southern Cross Fund III proves that for those able to demonstrate the ability to deliver real risk adjusted returns on investment; the market is now more lucrative than ever. The question that many LPs want answered now is not should we access this market, but how should we to access this region?

Emerging Markets: Linchpin for world’s recovery?

November 25, 2020

Karim Helal will be speaking at SuperReturn Africa 2010

In an interview for Daily News Egypt, Mr Karim Helal, Group CEO of CI Capital Holding, said that Egypt needs solid investors with a long-term view which is why CI Capital is looking to the East.   

“The whole world is talking about emerging markets and how they are the linchpin for the world’s recovery,” Karim Helal, group CEO of CI Capital Holding, the investment banking arm of Commercial International Bank, said. As to whether these burgeoning economies will fulfill that promise, Helal said, “Emerging markets will play a major role, but we need to manage expectations.”    

 ”I don’t think it is right for the OECD [Organization for Economic Cooperation and Development] to hang their hopes of survival on emerging markets; they need to fix their own house. They caused this disaster, and we are back to the old habits of poor banking practices,” he added.   

Asked whether the obsession with emerging markets will wane once advanced countries get their economic houses in order, Helal indicated that herein lies the problem: “We have seen that Western investors blow hot and cold.” Egypt needs solid investors with a long-term view, he affirmed. “This is part of the reason that CI Capital took the initiative of looking Eastward and reaching out to promote Egyptian opportunities to Asian investors,” he noted.   

Owing to their culture, their mindset is different: “They aren’t hit-and-run investors nor are they looking for ridiculous returns, but instead reasonable, sustainable ones,” he said. Working in Asia for many years allowed him to have a firm grasp of the culture.   

As investors, he described Asians as “information addicts, they want to understand everything about the market in which they are planning to invest, and once they do, the floodgates open.” (Continues here)   

… For his part, one of the key reasons to hold the SuperReturn Africa conference is to “deepen the level of knowledge and awareness” about the continent, which is all too often lumped under one label, much in the same way one cannot not equate France or England with Europe as a whole, for example.   

 Africa is a geographic entity with “different or opposing dynamics…and the challenges of doing business will vary from country to country.” Thus, the conference will help identify these issues for investors eyeing the continent.   

To read the article please click here.   

Karim Helal will address the SuperReturn Africa  Opportunities in Egypt Summit on Monday 29th November at 14:20 on ‘The New Silk Route. The rising importance of trade and capital links between Egypt and Asia.’ He will also moderate an expert panel debate on Tuesday 30th November at 12:30,  discussing, ‘Egypt and Beyond. Benefitting from the COMESA free trade agreement to expand Egypt-based platforms into the Nile Basin and East Africa.’

Post Under: Africa

Spotlight Series: Howard Chao, O’Melveny & Myers looks at the rise of RMB funds.

September 1, 2020

Howard Chao, Head Of Asia, O’MELVENY & MYERS moderated an expert panel debate entitled “Exploring The New Wave Of China Sponsored Private Equity Funds”.  Joining him were Andrew Yan, Managing Partner, SAIF PARTNERS; Yibing Wu, President, CITIC PRIVATE EQUITY FUNDS MANAGEMENT; Derek Sulger, Managing Partner, LUNAR CAPITAL MANAGEMENT; David Pierce, CEO, SQUADRON CAPITAL and Hao Wu, Partner, SINO-CENTURY CHINA PRIVATE EQUITY.

In an interview with Josh Lerner, Jacob H Schiff Professor of Investment Banking, HARVARD BUSINESS SCHOOL for the Spotlight Series, Howard discusses the growth of domestic funds and the longer term (10 years) role of the international Private Equity community.

Post Under: Asia

Spotlight Series: David Wilton, IFC on educating the Board.

August 10, 2020

David Wilton, Chief Investment Officer, IFC presented new research entitled “Comparison of performance between first time fund managers & established managers moving into a new market. How important is track record?”

In an interview with Josh Lerner, Jacob H Schiff Professor of Investment Banking, HARVARD BUSINESS SCHOOL for the Spotlight Series, David explained that globalisation and market based economies in emerging markets has improved their situation but that education on Emerging Markets potential for boards to make the shift remains a big challenge for the investment professionals.

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