Does the Emerging Markets Private Equity Asset Class Scale?
An analysis of exits in emerging markets suggests EM PE / VC fundraising may need to come down to $16 billion per year
An analysis of exits in emerging markets suggests EM PE / VC fundraising may need to come down to $16 billion per year
Discusses whether distributions from larger funds is leading to capital concentration in emerging markets, Indonesia’s first startup IPO (Kioson), SoftBank, SMEs and the GST tax in India, lifestyle diseases in emerging markets, Katherine Boo’s “Behind the Beautiful Forevers”
Provides a first anniversary update on Portico, discusses the societal parasite that is Facebook, who will make money in emerging markets venture capital, world awash in capital (featuring corporations as asset managers, passive investing, asset scarcity, and U.S. housing as political time bomb), and Musashi
Discusses KKR’s report on Indonesia, Abraaj Group’s acquisition of the coffee chain Nairobi Java House, challenges Aubrey Hruby’s article in the FT that private equity will drive manufacturing sector development in Africa, shares some beach reading ideas
Is emerging markets private equity dying? Portico’s first research piece explores several existential challenges besetting the industry.
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