This episode was recorded on February 15, 2017. Rachel and I break into chatting about the SoftBank/Fortress Investment Group transaction. Rachel reports on VietJet, while I discuss direct wealth fund deals into mainland China. We dive into emerging market deals in countries such as Brazil and India. I talk about direct deals and the headaches that can come with it.
1:10 SoftBank and Fortress Investment Group Transaction
5:30 VietJet Attracts Asset Owners
8:00 Slowdown in Direct Wealth Fund Deals into Mainland China
10:20 Abu Dhabi Investment Authority’s Relationship with India
12:00 Mubadala and IPIC Merger
14:15 Sovereign Wealth Fund Adventurism in Latin America
18:00 Cross-Border M&A in Emerging Markets: Politics and Deals