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Artwork for Global & African Market

Global & African Market

Riki Yamauchi

Key Trends, Risks and Opportunities, Catalysts

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PricingOnly free issuesPublishesWeekly
Issues14Founded4 years agoLast Issue3 years ago
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Artwork for Global & African Market

Latest Issues

Wild year in a nutshell

A year ago today, I wrote “Thoughts into 2023 - Africa/Japan/Global Markets” and made predictions of how the year will play out in the ecosystem I sit in. It was meant to be an exercise to organize my thoughts and self-check at year-end, an...

3 years ago
5

Mid-year Update: WHO Foundation in Japan, Nigeria/JICA Japan roadshow, Africa/Japan market update and 2H outlook (Cleantech)

Back to fundamentals - better setup

2H of 2022 until mid-2023 has been a rollercoaster ride due to macro uncertainty, US rate hike, and valuation correction in private equity market across markets. Whilst this was painful for investors...

3 years ago
1

【1Q振り返り】荒れる世界株式市場、アフリカVC/PE特徴とマッピング、VC2.0 "The Perfect Imperfection"

ご無沙汰しております。出張が重なり、今年最初の投稿が1~3月のまとめとなってしましました。1月は南アフリカ→ザンビア、2月はケニア →ナイジェリア→イスラエル、3月は日本→タンザニア→モーリシャス と、複数の事業会社・VC・PE案件に携わらせて頂きました。今年もあっという間に過ぎていきそうな予感、、。

荒れる世界株式市場

そんな中、ご存知の通り金融緩和相場が終わり利上げが進み、機関投資家によるグロース売りからの「VC版リーマンショック」と呼ばれるSVB破綻、そこから...

3 years ago
4

Thoughts into 2023 - Africa/Japan/Global Markets

Merry Xmas from Nairobi 🇰🇪🌲

2022 was hell of a year, both from personal life changes and market volatility perspective. Whilst I know many of us are LITERALLY burned out from ‘22, whether you are a founder, GP, or even a LP, I’d lik...

4 years ago
1

ケニアからJambo、アフリカ・グローバルマーケット

11月からケニアにおります。ドバイ経由で40時間かかりましたが、20時間のLayoverの間はドバイ観光もできたので、今後エミレーツでアフリカに来られる方にはおすすめです(食事・ホテル・ビザ・Wifiなども無料です)。

ケニアに到着して、まず日本の事業会社の方々とケニア国立公園に行くと、動物が群がる公園のど真ん中に聳える鉄道。これこそが、中国の融資($5Bn)で建設されたSGR (“Standard Gauge Railway”)。走り始めて4年ほどが経つが、未だに採算が取...

4 years ago
2

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  • Riki Yamauchi

    VC in Africa. Ex-Morgan Stanley & JP Morgan. Still learning how to improve how we invest.

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