Posted by khujeci_tomai under
Business[6] Comments
Looking at the discussion around last week’s “BD Investment Conference” in NY, there appears to be an active discussion going on among NRBs, especially fund managers, I-bankers, Analysts, etc as to whether CTG/Army/State Of Emergency/Possibly Delayed Polls (beyond Dec 08) is improving investment scenario in BD.
Reasons:
1. BD tagged as one of the hottest “Emerging Markets” (EM in fund lingo). Goldman Sachs named BD as one of the N-11 countries (next 11 to emerge after BRICs). JP Morgan identifying BD as one of the “next 5″. Telco analysts named BD as one of the hottest telco markets among developing countries (current subs 30mm+)
2. The simultaneous rise of multiple funds dedicated to BD investing, who are simultaneously an indicator, and an enabler of “bullish on BD” scenarios
3. Impending Grameenphone IPO in June (or later), planned AKTel and BanglaLink IPOs later; merger rumors between Telcos;
4. General heat around EM category, and the search for the “untapped EMs” (for fund returns maximization, your biggest bang for buck is an EM that no one has spotted yet– get in cheap and reap max returns) (more…)