The White Stripe
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
A brief history of private equity in emerging markets, an analysis of industry performance, and thoughts on its future.
An analysis of exits in emerging markets suggests EM PE / VC fundraising may need to come down to $16 billion per year
An LP calls private equity the dumb money in emerging markets, more than $34 billion is being raised in Asia and KKR is bringing leveraged loans to China, LP views on Latin America, Facebook enters small business lending, Turkey turns around? Eric Hoffer’s “The True Believer”
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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