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Friday, February 04, 2005
We recently covered Matt Marshall's views on risks in Investing in public company in china and also referred to Economist Donald Straszheim's views investing in SOEs traded as ADRs is a far-from perfect way to play Chinaand his recommendation to stay off investing in big chinese state owned enteprises. In a recent article discussing venture capital flow in the US market, Matt Marshall writes,venture firms continue to confront the challenges of investing in places like India and China. He writes,"Venture capital firms are still raising large amounts of money from their investors, but data about their actual investments in U.S. start-ups is showing anemic growth at best". The possibility that more start-ups are staying in "stealth" mode longer, making data collection about venture investments difficult, or that the increase in money being raised by venture capitalists is just a cyclical thing - they're replenishing their coffers, but don't necessarily have more money than usual to give out. The move will happen, but it will be more "glacial"than sudden, as venture firms continue to confront the challenges of investing in places like India and China. Particularly in China, VCs have to deal with things like lax protection of intellectual property, and government restriction on repatriating profits. "People are becoming much more reticent about China than they were a year ago.".
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