Demographics, Infrastructure and
Investment Flows
Where and Why? India versus China
London, UK - 18th May 2008, 10:59 GMT
Dear ATCA Colleagues
[Please note that the views presented by individual contributors
are not necessarily representative of the views of ATCA, which is neutral.
ATCA conducts collective Socratic dialogue on global opportunities and threats.]
While demographics and other longer-term factors have led
to a rise in commodity prices, the dramatic spike over the past three months
has more to do with investment flows and allocation of smart capital. When
looking at the geographic spread of investment strategies and discretionary
investment flows across the world, it is interesting to note that today's
smartest investors, whether in the US, Europe or Japan, are asking about
India and not China. According to Sequoia Capital Partner Michael Moritz,
the venture capitalist who made 34,000% off Google, "We can barely
imagine investing in a company without at least asking what their plans
are for India. India has seeped into the marrow of the [Silicon] valley."
[CONTINUES]
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[ENDS]
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