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Follow the Money – Episode 26

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Rachel gives a detailed low down on what happened at a recent Bloomberg event in the United Arab Emirates. I discuss updates with SoftBank and U.S. President-elect Donald Trump. Rachel and I discuss the Rosneft deal and how emerging markets may react to a new investment paradigm. I talk about our recent asset manager’s guide and how external fund managers are going to be impacted in 2017. I explain the concept of a “wall of equity”. Rachel talks about the Scooter Index and how Vietnam is luring institutional investors. I bring up the DP World deal with CDPQ and the large sell off from National Grid to a pool of long-term institutional investors.

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CONTENTS
1:05 Abu Dhabi, Oil Prices, Trump, SoftBank and more
4:00 Emerging Markets
5:40 Rosneft and Glencore
8:10 Deep Dive into SWFI’s Asset Manager Guide
15:00 The Appeal of Southeast Asia and the Scooter Index
20:30 Analyzing the CDPQ and DP World Transaction

Follow the Money Show is available on asset.tv on the Asset Owner Channel.

EPISODE 26

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The views in this media are expressed by Michael Maduell and other participants and are not reflective of the Sovereign Wealth Fund Institute (SWFI).

Youtube is Crashing

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Youtube, a video service of Google, is crashing. Institutional investors are major investors in Alphabet, the parent company of Google.

At 6:41 PM on October 16, 2018, Team YouTube tweeted, “Thanks for your reports about YouTube, YouTube TV and YouTube Music access issues. We’re working on resolving this and will let you know once fixed. We apologize for any inconvenience this may cause and will keep you updated.”

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Investors Eye Tencent’s Next Moves

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Formed in Shenzhen in 1998, Chinese tech giant Tencent Holdings Limited is the largest gaming company in the world and the largest gaming market is in China. In August 2018, China’s Education Ministry disclosed its monitoring how many new games are coming online. Tencent needs approval from the Chinese government to publish games. In 2017, almost 9,000 games were approved in China compared to only 1,931 in 2018. Chinese President Xi Jinping is keen on combating shortsightedness in children from the overuse of video games.

Anime

Tencent will inject US$ $317.6 million into Chinese streaming site Bilibili in return for 12.3 % equity in the company. Bilibili is a video sharing site known for streaming anime, comics, and games. Tencent’s investment follows previous funding rounds from Tiger Global Management, Wells Fargo, JPMorgan Chase, BlackRock, and Alkeon Capital Management. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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Ireland Strategic Investment Fund Signs MoU with IFC

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The International Finance Corporation (IFC) and the Ireland Strategic Investment Fund (ISIF) inked a Memorandum of Understanding (MoU) that will initially focus on investment opportunities in the food and agriculture sector, given its strength and importance for the Irish economy. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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