Sovereign Wealth Funds: Love and Loathing in the Financial Markets

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Case Details:

Case Code : BENV018
Case Length : 15 Pages
Period : 2001-2008
Pub Date : 2008
Teaching Note :Not Available
Organization : Carrefour/ Tesco/ Wal-Mart
Industry : Retail
Countries : China

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Introduction Contd...

Do we increase our stake? It all depends on the performance and strategy."10 These capital injections, however, elicited a strong response from some US-based analysts who objected to American institutions going into the hands of foreigners.

The global financial crisis in early 2008 saw many SWFs investing in troubled financial institutions in the US and Europe. While these investments helped rescue the institutions from collapse, the SWFs were not universally welcomed. "The SWFs have tried to help - often on a very expedited basis - troubled western financial institutions and, unfortunately, they have been rewarded so far with losses as well as criticisms over their lack of transparency,"said David Rubenstein, Co-Founder of Carlyle Group11.12

While the International Monetary Fund (IMF)13 recognized that SWFs brought "a variety of economic and financial benefits", policymakers and analysts in several countries were concerned about the impact of these funds on the financial stability of their countries...

Excerpts >>

10] Mike Caggeso, "Kuwait Sovereign Wealth Fund Considering Bigger Citigroup and Merrill Stakes,", June 4, 2008.

11] The Carlyle Group is one of the world's largest private equity firms.

12] Henny Sender, "Up Against the Citi Limits: How Wariness and Discord Curbed Stakes China Has Taken in Wall Street Banks,", May 4, 2008.

13] The International Monetary Fund (IMF) is an international organization that oversees the global financial system by observing exchange rates and balance of payments, as well as offering financial and technical assistance when requested.


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