Great power shifts to watch

Here are 10 trends to watch that will have a major impact going forward according to Thomas W. Malnight and Tracey S. Keys of IMD: 1. Social everything: New generations and their digital world stepping forward Social technologies are now a central part of everyday life and work. The social generations are reshaping companies from the inside, helping them to …

Public investment funds: The triumph of technocracy over democracy

Legacy institutions are broken. Frustration has grown around the inability of governmental bodies to manage investments. Concerns over the lacking performance amongst government-sponsored incubators and related organizations remain and stands in contrast to the high political priority to entrepreneurial activity (see here). Consequently, commercial organizations owned or controlled wholly or partly by the government (the ‘parastatals’) are spreading faster than …

Not copycat. Not tropicalisation. But sound venture capital

The Economist describes in it’s article ‘VC clone home‘ venture capitalists who are making money by bringing old ideas emerging markets – and states that such a copycat business is not the real spirit of venture capital, which is supposed to ferret out and fund new ideas, not imitations. I disagree… Venture capital is supposed to create shareholder and stakeholder returns …

Rising venture capital opportunities in emerging markets

The rapid accumulation of wealth in the emerging markets is changing how money is invested. A number of factors in the developed countries as well are forcing this change, subsequently the fact that advantages of investing in listed equities are being questioned in light of corporate scandals and a perception that the markets may no longer serve the interests of ordinary investors.

Economic gravity shifting to emerging markets

In the foreseeable future, the economies of today’s emerging markets will eclipse those of the developed world in size. In the next 5-10 years we will see more global brands coming from fast-growing economies. Take Latin America, with fast-rising brands such as La Martina in Argentina (the next Ralph Lauren?), Havaianas in Brazil (the next Crocs?) and Kidzania in Mexico …