Emerging Markets Connecttag:typepad.com,2003:weblog-16329062009-01-22T15:18:51-05:00Views from the network hub of experienced emerging markets professionals, at the world's leading companiesTypePadEmergingMarketsConnecthttp://feedburner.google.comCountry-Level Risk Assessment: Are You Going Deep Enough?tag:typepad.com,2003:post-617610982009-01-22T15:18:51-05:002009-01-22T15:18:51-05:00We had a question submitted a little while ago to the Corporate Strategy Board's "Mergers, Acquisitions, and Alliances" Discussion group [link for members of select CEB programs only] from a member seeking views on how companies establish country risk premiums as they evaluate M&A opportunities. This question actually takes on new relevance these days, as we've seen risks emerge seemingly out of the blue in Latvia and Bulgaria, continued political instability in Thailand, and of course the terror attacks in...CEB Emerging Markets Grouphttp://emergingmarketsconnect.typepad.com/blog/2009/01/country-level-risk-assessments.htmlHow Global Should R&D Be?tag:typepad.com,2003:post-614849602009-01-16T13:35:04-05:002009-01-16T13:35:04-05:00Our colleagues over at the Global Value Network blog had a nice recent piece on global R&D. The basic takeaway, which draws from research from CEB's Research & Techology Executive Council (RTEC): companies with high performing R&D organizations are those that freely change their organizational structure, and those who freely make those changes are most likely to do it to get closer to their key innovation partners around the world. By transitive clause then, high performing R&D organizations work really...CEB Emerging Markets Grouphttp://emergingmarketsconnect.typepad.com/blog/2009/01/how-gobal-research-development.htmlMore on FDI During Slowdown: Emerging Markets No Longer A Safe Haventag:typepad.com,2003:post-612544122009-01-12T23:15:39-05:002009-01-12T23:15:39-05:00One question left unanswered in our post from last week on cross-border investment trends during recessions is this: where do bets typically get made during recessions? Will investments flow away from developed economies (as was the case with Dow) and toward emerging economies as better growth opportunities? Yes and no. Let’s look at some charts: the inbound foreign direct investment numbers (i.e., where the money was going) during the past three recessions for developed and developing economies. What the charts...CEB Emerging Markets Grouphttp://emergingmarketsconnect.typepad.com/blog/2009/01/one-question-left-unanswered-in-our-post-from-last-week-on-cross-border-investment-trends-during-recessions-is-this-where-do.htmlCross-Border Investments Declining: Are You Preparing for the Rebound?tag:typepad.com,2003:post-609953902009-01-07T14:16:29-05:002009-01-07T14:16:29-05:00Threats to the Dow Chemical purchase of Rohm & Haas in the last days of 2008, largely resulting from a collapsed deal between Dow and Kuwait’s state oil company, reminded us of a chart we put together recently detailing global foreign direct investment (FDI) over the past 30 years. We made three, perhaps obvious, observations about this data when we first looked at it back in October: First, that’s a pretty steep trend line. The amount of money flowing across...CEB Emerging Markets Grouphttp://emergingmarketsconnect.typepad.com/blog/2009/01/crossborder-investments-falling-apart-are-you-preparing-for-the-rebound.html