sailing throug h rough seas a cambodia investor s perspective
Download
Skip this Video
Download Presentation
Sailing Throug h Rough Seas: A Cambodia Investor’s Perspective

Loading in 2 Seconds...

play fullscreen
1 / 31

Sailing Throug h Rough Seas: A Cambodia Investor’s Perspective - PowerPoint PPT Presentation


  • 119 Views
  • Uploaded on

Sailing Throug h Rough Seas: A Cambodia Investor’s Perspective. Asia Economic Forum April 7, 2009. confidential. Global Investment Backdrop. Risk Aversion Darwinism / Upheaval Worst or best of times Opportunities in Crisis. 2. Leopard Capital, LP. confidential. The World Economy.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Sailing Throug h Rough Seas: A Cambodia Investor’s Perspective' - chase


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
sailing throug h rough seas a cambodia investor s perspective
Sailing Through Rough Seas:A Cambodia Investor’s Perspective

Asia Economic Forum

April 7, 2009

confidential

slide2

Global Investment Backdrop

  • Risk Aversion
  • Darwinism / Upheaval
  • Worst or best of times
  • Opportunities in Crisis

2

Leopard Capital, LP

confidential

slide3

The World Economy

  • Building on fire
  • Most developed – top floors
  • Least developed – bottom floors

3

Leopard Capital, LP

confidential

slide4

Asia’sSituation

4

Leopard Capital, LP

confidential

slide5

Copingwith the Credit Crunch

Domestic Credit to GDP (2007) Source: ADB

Korea Malaysia Vietnam Thailand Cambodia

confidential

Leopard Capital, LP

slide6

The Situation

  • Catch-up opportunity for LDCs – to take bigger slice of smaller pie
    • Improve internal policies
    • Reduce inefficiencies, barriers, and unofficial costs
    • Bypass export sectors that are overinvested

6

Leopard Capital, LP

confidential

slide7

Investment Backdrop

  • Next Cycle’s Winners:
  • Unused Resources vs. Population size
  • .
  • .
  • .
  • .

7

Leopard Capital, LP

confidential

slide8

Cambodia’s Commodities Endowment

  • Crops: Rice, Cassava, Corn, Soybeans, Sugar
  • Trees: Rubber, Palm, Fruit, Teak, Acacia, Cashew
  • Energy: Oil, Gas, Coal
  • Mining: Gold, Bauxite, Nickel, Zinc, Copper, Lead, Iron
  • Water: Irrigation, Hydropower
  • Meat potential
  • Aquaculture potential

8

Leopard Capital, LP

confidential

slide9

Investment Backdrop

9

Leopard Capital, LP

confidential

slide10

Investment Backdrop

  • Next Cycle’s Winners:
  • Unused resources vs. Population size
  • Sustainable energy policy
  • .
  • .
  • .

10

Leopard Capital, LP

confidential

slide11

Investment Backdrop

  • Next Cycle’s Winners:
  • Unused resources vs. Population size
  • Sustainable energy policy
  • .
  • .
  • .

11

Leopard Capital, LP

confidential

slide12

Electrification

12

Leopard Capital, LP

confidential

slide13

Investment Backdrop

  • Next Cycle’s Winners:
  • Significant resources vs. Population size
  • Sustainable energy policy
  • Favorable Demographics
  • .

13

Leopard Capital, LP

confidential

slide14

Differing Challenges Ahead

Population Age Pyramid Comparison

confidential

Cambodia: Investing in Modernization

slide15

Investment Backdrop

  • Next Cycle’s Winners:
  • Significant resources vs. Population size
  • Sustainable energy policy
  • Favorable Demographics
  • Political and Policy Stability

15

Leopard Capital, LP

confidential

slide16

Assessing Risks Now

2007 and 2008 (Source: Political & Economic Risk Consultancy Ltd.)

confidential

Cambodia: Investing in Modernization

slide17

Investment Backdrop

  • Next Cycle’s Winners:
  • Significant resources vs. Population size
  • Sustainable energy policy
  • Favorable Demographics
  • Political and Policy Stability
  • Sufficient Infrastructure

17

Leopard Capital, LP

confidential

slide18

Cambodia’s Improving Infrastructure

  • Sea Port upgraded, new ports coming
  • International Airports (3)
  • Roads and bridges
  • Railroads
  • Electricity
  • Wireless Network
  • Internet fiber backbone

confidential

Leopard Capital, LP

slide19

Investment Backdrop

  • Next Cycle’s Winners:
  • Significant resources vs. Population size
  • Sustainable energy policy
  • Favorable Demographics
  • Political and Policy Stability
  • Sufficient Infrastructure
  • Pro-investment policies and low taxes

19

Leopard Capital, LP

confidential

slide20

Tax Comparison

20

Leopard Capital, LP

confidential

slide21

CountercyclicalInvestment Opportunities

  • Tourism Development (beyond Siem Reap)
  • .
  • .
  • .
  • .

21

Leopard Capital, LP

confidential

slide22

Tourism Development Opportunity

22

Leopard Capital, LP

confidential

slide23

Countercyclical Investment Opportunities

  • Tourism Development (beyond Siem Reap)
  • Rural Banking
  • .
  • .
  • .

23

Leopard Capital, LP

confidential

slide24

Banking Opportunity

Bank loans to GDP (2007) Source: ADB

Korea Malaysia Vietnam Thailand Cambodia

confidential

Leopard Capital, LP

slide25

Countercyclical Investment Opportunities

  • Tourism Development (beyond Siem Reap)
  • Rural Banking
  • Wireless Communications for the poor
  • .
  • .

25

Leopard Capital, LP

confidential

slide26

Communications Opportunity

26

Leopard Capital, LP

confidential

slide27

Countercyclical Investment Opportunities

  • Tourism Development (beyond Siem Reap)
  • Rural Banking
  • Wireless Communications for the poor
  • “Off-grid” Renewable Power
  • .

27

Leopard Capital, LP

confidential

slide28

Electrification Opportunity

28

Leopard Capital, LP

confidential

slide29

Countercyclical Investment Opportunities

  • Tourism Development (beyond Siem Reap)
  • Rural Banking
  • Wireless Communications for the poor
  • “Off-grid” Renewable Power
  • Affordable Housing

29

Leopard Capital, LP

confidential

slide30

Property Development Opportunity

30

Leopard Capital, LP

confidential

slide31

Opportunity for Cambodia

  • Retool the Economy
  • Create Tourism Paradise
  • Add Value to Natural Resources
  • Champion emerging global themes:
    • Renewable / Sustainable
    • Safe / Organic
    • Fair / Equitable
  • Import Substitution

31

Leopard Capital, LP

confidential

ad