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产业投资的攻与守:从补短板到建生态,CVC投资方法论正在重写
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-05 09:51
21世纪经济报道记者 赵娜 上海报道 走出至暗。经历数年调整后,这个词或许终能来形容今日的股权投资行业。 杨晓磊观察到,CVC已成为近年LP最喜欢的基金类型之一。这类机构不仅收益更可期、产业认知高,撬动产业链上下游的能力 也极强。因而,"各地甚至成立了CVC的引导基金,引导CVC和本地的产业合作,更快的做产业导入。" 随着角色变重,关于CVC的讨论也在升级。芯联资本创始合伙人袁锋说,CVC正在从"赋能"走向"共创"。他认为,当CVC进入 下半场,要跳脱简单的供应链投资,承担企业创新触角的角色,去推动企业往前瞻领域去研发,帮助企业建立生态圈、护城河 以及竞争的壁垒,并且兼顾财务回报。 CVC叙事之变:不再迷信"战略价值" 根据投中信息CEO杨晓磊在第19届中国投资年会·有限合伙人峰会上展示的数据,行业回暖已有迹可循;与此同时,他也让大家 清醒看到,与回暖并存的结构性压力:"2014年的项目,到今天还有高达70%尚未退出。" 长期的流动性紧张让很多LP更加谨慎,也在倒逼行业寻找新的结构性力量。 过去两年里,以社保基金、AIC、国家级科创基金为代表的"长钱"不断入场,以更大的资金体量、更长的投资周期重塑LP结 构; ...
Emerging markets set to outperform US stocks as dollar weakness continues, Cambridge says
Yahoo Finance· 2025-12-05 09:30
Global investors should consider reducing their US equities exposure as emerging market stocks are on track to outperform those in developed nations for the first time in five years amid a weakening US dollar, according to global investment firm Cambridge Associates. The recommendation comes as the dollar has experienced significant weakness this year, falling by 10 per cent at one point after a decade-long bull run that started in 2011. However, the greenback still remains 29 per cent above its median r ...
Masayoshi Son Hammers Out High-Tech Factories Plan With White House
WSJ· 2025-12-05 02:00
Core Insights - The SoftBank billionaire is planning to establish "Trump Industrial Parks" on federal land, leveraging hundreds of billions in capital from the Japan trade deal [1] Group 1 - The initiative aims to utilize federal land for the development of industrial parks [1] - The funding for this project is expected to come from a significant trade deal with Japan, amounting to hundreds of billions [1]
Wall Street Positive on Oxford Lane Capital (OXLC)
Yahoo Finance· 2025-12-04 22:12
Oxford Lane Capital Corp. (NASDAQ:OXLC) is one of the best high growth stocks to consider. Oxford Lane Capital is an investment company that invests in the debt and equity components of CLOs, which are backed by senior loans and have very little exposure to real estate, mortgages, or consumer debt. According to a report by The Fly, dated November 7, Clear Street analyst Mickey Schleien maintained a Buy call on OXLC but trimmed the price target from $21.5 to $20. Wall Street Positive on Oxford Lane Capita ...
Wall Street Sees a 26% Upside to Capital Southwest (CSWC)
Yahoo Finance· 2025-12-04 22:11
Capital Southwest Corporation (NASDAQ:CSWC) is one of the best high growth stocks to consider. Wall Street analysts are closely tracking CSWC. As of December 1, the average price target for CSWC suggests an upside of 7%; however, the Street high suggests an upside of 26%. Previously, on November 6, Mitchel Penn from Oppenheimer assigned a Hold rating on Capital Southwest, along with a price target of $21. Wall Street Sees a 26% Upside to Capital Southwest (CSWC) Photo by Robb Miller on Unsplash Separate ...
US housing market poised to crash ‘worse than 2008,’ expert warns. And 50% plunge could start in 2026. Protect yourself
Yahoo Finance· 2025-12-04 16:37
“I believe we could get started in earnest next year on the price decline and see a rather large drop historically speaking, but still think it could take several years to bottom,” she told Newsweek (4).Wright believes the coming correction could take several years to fully play out, but she thinks the downturn could begin as early as 2026.There are already hints of a shift. Zillow recently reported that 53% of U.S. homes lost value over the past year — the highest share since 2012 — with an average drawdow ...
Trump’s 401(k) changes could dramatically impact your retirement account in 2026. Here's what you need to know
Yahoo Finance· 2025-12-04 12:27
For instance, gold is often viewed as an alternative asset that can offer your portfolio greater stability if stocks are shaky. The precious yellow metal is also on a historic bull run, with the spot price hitting a high of about $4,300 per ounce in October (4).Read more: Warren Buffett used 8 solid, repeatable money rules to turn $9,800 into a $150B fortune. Start using them today to get rich (and stay rich)Some advisors even say that the traditional 60/40 mix of stocks and bonds should be revised to 50/30 ...
Hong Kong's investment body posts US$300 million income in first year
Yahoo Finance· 2025-12-04 09:30
The Hong Kong Investment Corporation (HKIC) earned HK$2.34 billion (US$300.7 million) in investment income last year, as the city's wholly owned investment vehicle made an impressive report after its first year of operation. HKIC posted HK$2.25 billion in operating income for the year that ended on December 31, on HK$64 billion in total assets, while deploying less than one-fifth of its initial capital of HK$62 billion, according to a report on Thursday. "HKIC is the patient capital investment arm of the ...
Warren Buffett Sends Investors a $184 Billion Warning. History Says the Stock Market Will Do This Next.
The Motley Fool· 2025-12-04 08:55
Warren Buffett's Berkshire Hathaway has been a net seller of stocks for 12 consecutive quarters despite having a tremendous amount of investable cash.Berkshire Hathaway (BRK.A 0.28%) (BRK.B 0.60%) shares have increased over 5,500,000% since Warren Buffett assumed control in 1965, compounding at 20% annually. His patient, value-oriented approach to investing has been indispensable in achieving that success. The company has a stock portfolio worth more than $300 billion.Ominously, Buffett and his fellow inves ...
中银国际投资注册资本增至20亿元,增幅约233%
Sou Hu Cai Jing· 2025-12-04 07:26
| 中银国际投资有限责任公司 | 法定代表人:于君注册资本:200000万人民币成立日期:2009-05-26 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 动态类型 全部 | 诉讼 | 工商 | 监管 | 经营 | 知识产权 | | | | | | | | | 2 | | 为您找到325条企业动态 | | | | | | | | 动态类型 风险等级 | 动态内容 | | | | | | | 注册资本增加 | 利好 从"60000.00000万人民币"增加到"200000.0000万人民币" | | | | | | 据悉,中银国际投资有限责任公司成立于2009年5月,法定代表人为于君,经营范围为投资管理、股权 投资、投资咨询,由中银国际证券股份有限公司全资持股。 2025年上半年,中银国际投资有限责任公司营业收入为1461.98万元,净利润为523.18万元。 瑞财经 王敏 12月4日,据天眼查,中银国际投资有限责任公司发生工商变更,注册资本由6亿元增至20 亿元,增幅约233%。 ...