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The EMPEA Thread

The Thread provides additional analysis of EMPEA's industry statistics, interviews and insight on emerging markets private equity and venture capital, highlighting data trends, notable developments and challenges facing the industry.

Write to us at research@empea.net, and be sure to check out our other research and data.

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The newsflash in the Wall Street Journal last week that the Saudi government has decided to rethink its "multi-billion dollar U.S. financial strategy", as well as the possible New York listing for the partial IPO of Saudi Aramco in 2018, is the first public marker of a trend we have observed in private conversations in the Middle East going back to March of this year: many senior decision-makers in the Middle East are concerned about the political risk posed by the incoming Trump Administration in the United States, they and have begun to make important financial decisions informed by their assessment of that political risk.

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What does a Trump administration in the U.S. mean for emerging markets private capital investing?

The election of President Trump will prove to have long-term economic ramifications that cannot be underestimated. I believe this was a tectonic shift that will pivot our world, the global economy and our industry into a new, potentially troubling direction.

Drawing out the implications for our industry of this electoral outcome will require some crystal ball gazing, with considerable margin for error. Following that generously sized caveat, I see the following eight "big picture" ramifications for our industry:

  1. Emerging market allocations
  2. Emerging market infrastructure
  3. Inflation, monetary policy and the U.S. dollar
  4. Climate change investments
  5. International trade
  6. International political stability
  7. Development policies
  8. Tax policies

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Staff Picks - September 30, 2016

Posted On: 30 Sep 2016

Recent news and features on private investing in emerging markets, chosen by the EMPEA Research team:

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Staff Picks - August 9, 2016

Posted On: 9 Sep 2016

Recent news and features on private investing in emerging markets, chosen by the EMPEA Research team:

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Staff Picks - July 29, 2016

Posted On: 29 Jul 2016

Recent news and features on private investing in emerging markets, chosen by the EMPEA Research team:

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