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Hard Lessons in Indian Venture Capital as PharmEasy Valuation Hits SWFs

24th August, 2023

At the height of the Covid-19 pandemic, venture capital investment in e-commerce and healthtech was a no-brainer – and India’s PharmEasy, valued at US$5.6 billion in 2021, provided an ideal opportunity for sovereign investors to jump on the bandwagon in a massive, fast-growing emerging market.

Indian Tycoon Ambani Breaks Records as Qatar Backs his Retail Giant

23rd August, 2023

Qatar’s sovereign wealth fund has agreed to buy a 1% stake in India’s massive Reliance Retail Ventures Ltd (RRVL) chain for US$1 billion – a valuation that has boosted the value of existing sovereign investor stakes by more than 60% since they bought into the firm in late 2020.

ADIA Continues Abu Dhabi’s Global Private Credit Push

22nd August, 2023

Abu Dhabi’s biggest sovereign wealth fund has more than doubled its investment in Australian real estate private credit company Qualitas Diversified Credit Investments (QDCI) to A$1.45 billion (US$932 million) as it continues its push into private credit markets.

Gulf SWF-Owned Airlines Likely to Lead bidding to Kazakhstan’s Qazaq Air

21st August, 2023

A tender for the sale of 49% to 100% a Kazakhstan airline by the state’s sovereign wealth fund Samruk-Kazyna is likely to rouse the interest of Gulf peers in Qatar and the UAE amid a competition for influence in Central Asia’s biggest economy.

Singapore's GIC Joins Top Sovereign Investors in Brazil

18th August, 2023

Singapore’s sovereign wealth fund GIC this week struck its second significant deal in Brazil this month with a BRL1.2 billion (US$240 million) retail and logistics venture with Barzel Properties, continuing a quiet rise in investment by the SWF community in the South American nation.

London-based Kuwait Investment Office concludes search for CEO

17th August, 2023

On Wednesday, the Kuwait Investment Authority (KIA) appointed Abdulmohsin Al Mukhaizeem as permanent President and Chief Executive Officer for its London branch, the Kuwait Investment Office (KIO).

NBIM Surge Supported by Tech Stocks, But Long-Term Risks Remain

16th August, 2023

The Norwegian sovereign wealth goliath Norges Bank (NBIM) has excelled in its performance over the first half of the year, with a 9.8% return helping to turn around a dismal performance in 2022 when it reported a 14.1% loss, equivalent to US$164 billion.

Lucid Clouds PIF's Robust US Equities Performance

15th August, 2023

Saudi Arabia’s Public Investment Fund (PIF) reported 9.6% growth in its US equity holdings to US$38.9 billion in Q2, with electric vehicle manufacturer Lucid contributing just 16% of the increase despite representing 24% of the portfolio.

Neymar's Signing to PIF-Backed Club Illustrates Saudi Bid to Become Global Soccer Leader

14th August, 2023

Deep Saudi pockets have enabled the Kingdom’s Pro League side Al-Hilal to snap up Brazilian international Neymar for a cool US$110 million fee, plus a two-year deal that will net him an estimated US$175 million.

Movers & Shakers, Summer Edition

11th August, 2023

August is normally a prolific month for appointments and new hires, especially among those funds in the Northern Hemisphere and for those executives with families that need to relocate and find new schools. Here’s an update of what is happening around the human capital of Sovereign Investors:

OMERS Ventures walks out of London, too

9th August, 2023

OMERS Ventures, the Venture Capital arm of the Ontario public pension fund, announced on Wednesday that it is closing its London program. Of the team members based in the City, managing partners Jambu Palaniappan, Harry Briggs and an associate are reportedly leaving the firm, while managing partner Henry Gladwyn and another associate will relocate to New York to kick off the new team there.

PIF takes a hit in 2022, pivots towards Saudi holdings

7th August, 2023

The Public Investment Fund of Saudi Arabia, known as PIF, finally released its 2022 annual report on Sunday, and there is plenty of information to digest in the 140-page document.

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