コカ・コーラ、インドに１６００億円投資

飲料世界大手の米コカ・コーラはインドで２０１２年からの５年間に約２０億ドル（約１６００億円）を投資する計画を明らかにした。主に工場の能力増強や販路拡大、マーケティング費用などに充てる。同社がインドで大規模投資に乗り出すのは初めてという。日経より。

重慶市、日本企業を誘致

重慶市は２８日、日本企業向け工業団地を設置した。デンソー、関西ペイントなど５企業が既に進出を決め、投資総額は１４億元（約１７０億円）にのぼる。日経より。

台湾の研究所と共にファンド設立

日経新聞朝刊から。三菱UFJキャピタルが台湾経済部傘下の工業技術研究院とファンドを設立。日台企業に出資する２つのファンドを共同で立ち上げ、規模は約１１億５千万。

パキスタンチャンス

１０月１２日の日経新聞朝刊のYKKのパキスタンのカラチ工場の生産能力を増加させる記事が気になった。新興国に鋭い眼を光らす投資家、フランクリン・テンプルトンのマーク・モビアスが以前にパキスタンも投資のチャンスがある地域だと言っていたのを思い出す。

YKKは、２００６年にパキスタンに進出している。今でも、パキスタンでは自爆テロが起きている。このような場所に投資機会を見出すYKKとマーク・モビアス。これは大抵の人がなかなか追随出来ない見方だと感じる。

中国のお金の動きを追え！

The Economistがビデオで中国の海外投資の中身を（特にヨーロッパ）解説してる。まず何よりも、この映像がカッコイイです。そして有機的なつくりだから理解しやすい。

この映像を見て、あらためて中国はお金を持っているなと実感した。

中国はお金を圧倒的に持ち、世界中で投資を年々を増やしている。エリアで見ると、投資の大部分がアジアに向かっている。アジアでサプライチェーンのために投資。そしてアフリカ・南米には資源目的で資金を投入。

そして注目するのがヨーロッパ。全体の投資額からすれば微々たるものだけれども、徐々に増加している。またヨーロッパで中国が関わるM&Aも、上昇トレンド。そして各国の投資比率を個別にみると専門技術を持つ企業が多く存在するドイツは１２％。資源が豊富なロシアは２６％。そして２９％というヨーロッパで最も投資されている国は、法人税が低いため本社が集まるルクセンブルクとなっている。

ロンドンの不動産市場でもリッチな中国人の存在が目立ってる。

そして最後に中国の外貨準備高の伸びと額が示され、その額がスペイン、ギリシャ、ポルトガル、アイルランドの負債を返済しても余りがあるというぐらいの額。

今後、中国が世界に与える影響力は計り知れません。

"CIC to open Tronto office" from South China Morning Post

"China Investment Corp, the country's sovereign wealth fund, plans to open an office in Tronto, its second office the mainland, a source with direct knowledge of the matter said."

"Wealthy Chinese feast on HK's luxury goods" from Financial Times

"But Hong Kong's underground financial market is bigger today than that of Dubai's, adds Thomas Chan, head of the China Business Centre at Hong Kong Polytechnic University. "It is capital flight, but it can go back in again," says Prof Chan. "Mainland Chinese are using (Hong Kong's capitalist system) for investment and diversification. Hong Kong is a Casablanca : all kinds of people from different countries are dealing with each other informally here.""

"Chinese equities will stand out, Mobius says" from South China Morning Post

"Apart from China, Mobius saw good investment opportunities in Thailand, India and Vietnam. "We are also in Pakistan. A lot of people think investing there is dangerous, but we don't think so." "

"He favours commodity and consumer stocks because of increasing demand and rising incomes." from South China Morning Post

"The number-crunchers on Wall Street are starting to crunch something else: the news." from South China Morning Post

"The development goes far beyond standard digital fare like most-read and e-mailed lists. In some cases, the computers are actually parsing writers' words, and sentence structure."

"But industry experts say the programs are also moving the markets. Last May, as Greece's financial crisis deepened, Wall Street computers seized on a news story with the word "abyss" in the headline and initiated sell orders."

"KKR invests in mainland liquor store chain VATS" from South China Morning Post

"Thai firm PTT invests in oil sands" from South China Morning Post

"Bangkok/Calgary: Thailand's PTT Exploration and production is to buy 40 per cent of Statoil's Canadian oil sands project for US$2.3 billion, joining an Asian investor rush into this energy source."

"For much of the past decade, Asia has been the go-to continent for companies interested in tapping into fast-growing economies." from Bloomberg Businessweek

"Now, Wal-Mart Stores' agreement on Sept. 27 to buy South African retailer Massmart Holdings for $4.6 billion may signal a shift toward Africa as another deal-making destination for multinationals. Besides the Wal-Mart acquisition (the U.S. retailer's largest in more than a decade), HSBC Holdings is in talks to buy a controlling stake in Nedbank Group, South Africa's fourth-largest bank, and Japan's Nippon Telegraph & Telephone is buying Africa's biggest technology company, Dimension Data. In all, more than $15 billion in deals have been announced across Africa since July."

"General Electric plans to invest more than US$2 billion over two years on the mainland to improve product development and fund manufacturing joint ventures in the power distribution and railway sectors." from South China Morning Post

"The United Sates-based corporate giant has also announced the appointment of vice-chairman John Rice to expand GE's business outside the US and relocate him to Hong Kong from next year."

"Sichuan seeks HK investors for 100b yuan projects"

"Sichuan is trying to attract Hong Kong investors in projects estimated to be worth more than 100 billion yuan (HK$116 billion). A team led by the province's vice-governor, Huang Xiaoxiang, was in Hong Kong last week to lobby for investment.

"China plans to invest 6 billion yuan to 7 billion yuan a year on mineral exploration in the next five years, according to a report posted on the Ministry of Land and Recources website, citing the department's journal." from South China Morning Post

"Lenovo Group has made an initial 100 million yuan (HK$116.8 million) investment in a fund that provides seed money to mainland software developlers who build programs for the company's Chinese online mobile applications store, LeGarden." form South China Morning Post

"Siemens, Europe's largest engineering company, said it is close to signing a contract to supply a Chinese city with electric-vehicle charging infrastructure." from South China Morning Post

"Beijing my decide to invest more than 100 billion yuan in alternative-energy vehicles during the next 10 years to give the industry a boost, the Shanghai Securities News said in August, without saying how it obtained this information."

"Computer maker Dell aims to boost investments in China to more than US$25 billion a year over the next decade amid plans to expand delivery of information-technology services to its second-biggest market after the United States, a senior executive said yesterday." from South China Morning Post

"The Coca-Cola Company, the world's largest soft-drink maker, opened three bottling plants on the mainland yesterday with a combined 1.6 billion yuan (HK$1.85 billion) investment." from South China Morning Post