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HenryTo
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rffrydr
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 Posted: Mon Oct 31, 2011 7:11 am Post subject: |
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Bump:
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rffrydr
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| Posted: Sat Apr 17, 2010 6:10 pm Post subject: |
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Private equity in China
Published: April 12 2010 09:58 | Last updated: April 12 2010 16:14
| Quote: | Capital is creeping back to private equity. Over 1,500 funds will be on the road this year, according to research firm Preqin, seeking almost $700bn. Many managers will be touting connections in China, reckoned to represent the best opportunity in the current climate among investors. And yet opportunities for the big global PE funds to import their big global strategies are, and probably always will be, limited.
There are two main reasons why. The first is that China has no shortage of capital. Balance sheet – the calling card of the Blackstones and the Bains – doesn’t come into it. PE deals tend to be small, and skewed towards pre-initial public offering growth capital. On ThomsonReuters numbers, China accounted for just under one-third of the $11.3bn in disclosed PE deals in Asia ex-Japan last year. But the average investment was just $13m, less than in Vietnam. |
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HenryTo
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rffrydr
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| Posted: Sat Mar 21, 2009 7:35 am Post subject: |
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Is this an "echo" boom? --Or are the chinese just taking refuge in what what they know?
http://www.istockanalyst.com/article/viewiStockNews/articleid/3134174
What they know will not betray them...right? They may walk on the moon this year but I'm not seeing a "G-2" country here.
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rffrydr
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| Posted: Thu Mar 12, 2009 7:20 am Post subject: |
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rffrydr
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| Posted: Tue Feb 17, 2009 4:48 pm Post subject: |
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Chinese companies may be using bank lending to invest in stocks – Shenyin & Wanguo Securties. As much as $97 bln may have been converted by companies into term deposits or used to buy shares in equities.
Russia agreed to supply oil to China for 20 year in exchange for a $25 bln loan. Pipeline to China from oil in eastern Siberia.
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jmt
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| Posted: Tue Feb 10, 2009 2:10 pm Post subject: |
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Not sure if I am allowed to post on here but what about China's interest in resources for long term future while the prices are relatively cheap?
Perhaps betting on further increases in copper prices, China has decided to stockpile the metal, the Midas Letter reports ([url]click here[/url]). Although details of China’s commodities reserve stockpiles are confidential, it is believed that current state reserves are expected to triple, to about 1 million tonnes. Current Chinese copper use is about 350,000 tonnes a month. Copper prices gained 1% (to $3,384 a tonne) on the news, following a 10% gain so far this year.
Via Stock Research Portal (http://www.stockresearchportal.com/index_lp.asp) |
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rffrydr
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rffrydr
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| Posted: Mon Apr 07, 2008 6:42 am Post subject: |
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Chinese back to canadian materials. Credit crunnch no longer an obstacle? These deals will probably the first to emerge.
http://www.canada.com/vancouversun/news/business/story.html?id=5e8216c0-07ae-4736-8729-4db4c8734dc8&k=70808
| Quote: | | "The high speed of change in China is fast, fast, fast. It can't be fast enough for us," he said. However, on the Canadian side, "if you have always lived in the city, so to speak, you don't know what it's like to be hungry. You have plenty, so you don't grab or eat much. "Then, suddenly, someone comes along and bites very quickly and in big mouthfuls. It's off-putting." |
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rffrydr
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rffrydr
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| Posted: Tue Mar 18, 2008 8:13 am Post subject: |
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CAF now offers substantial discount to NAV with prices well off the boil. Insurance is one area where chinese look to do the expected and expand into our markets. Their actuarial skills have been ungainly at best yet no-one faces a tougher customer. Here it's a cakewalk (except for the medical costs!).
Starting to look at chinese insurers: maybe buy the CAF and sell PTR longer term.
http://finance.google.com/finance?q=NYSE%3ALFC
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rffrydr
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rffrydr
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rffrydr
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