Resources, state dominate China outbound investment-study

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Resource deals dominated China's outbound investment of $21.4 billion in the first three months of 2012, with assets in South America the most sought after by mainly state-backed buyers, a study showed on Thursday.

A $4.8 billion deal struck in March by state-controlled Sinopec, China's second-largest oil-and-gas producer, for 30 percent of Petrogal Brazil was the quarter's single biggest deal and one underlining an emerging trend of China purchasing minority stakes.

"Minority deals represent a clear majority (78 percent) of total deal value," said a statement from A Capital, a private equity fund specialising in Chinese outbound investments and compiler of a quarterly index tracking Chinese outbound direct investments (ODI).

"Going for a minority stake is increasingly recognised as a way to tap into high-quality assets that would otherwise not be for sale or out of reach for Chinese investors," the statement said.

That approach has been followed since 2009 when Australia outlined its preferences for foreign investment in big firms, pointing to the types of deals which would and would not succeed after a flurry of failed Chinese bids for resource assets.

A key objection to Chinese asset purchases by many overseas governments and regulators is the state's heavy involvement in transactions.

A Capital's estimate of first-quarter ODI of $21.4 billion compared with Chinese data that showed outbound foreign direct investment at $16.55 billion.

State-owned enterprises generated 98 percent of all deal value in the first quarter, A Capital's study showed.

The role of private firms shrank in the first quarter to 42 percent of deal volume from 47 percent a year earlier. They generated just 2 percent of the value of first-quarter ODI, mainly through smaller transactions.

Most money - 92 percent - went into resource and energy deals and South America was the favoured destination for ODI, receiving 43 percent, the study showed.

BEHIND TARGET

The current run rate for transactions leaves China well behind a government target to spend $560 billion on overseas investments by the end of 2015.

Total deals in the first quarter lifted the A Capital Dragon Index, which measures outbound investment growth, 2 percent versus the full year of 2011 to a level of 2,056 points. It remains beneath 2010's record high of 2,069. The index dropped in 2011 for the first time since 2003, falling 2.6 percent to 2,015 points.

ODI is now at an historic high of 74 percent of the value of foreign direct investment into China, A Capital says. That compares with 20 percent in 2005 and the government's target to reach 100 percent by 2015.

Ministry of Commerce data shows that China attracted almost twice as much inward investment as the $60.1 billion it managed to send outbound in 2011. Roughly half of China's attempted foreign forays ended in failure last year.

A Capital believes deal flow has been driven by the likely bottoming of the global economic cycle in 2012 and China's determination to move its economy up the value chain.

Europe was the most popular destination for Chinese ODI outside of the resource sector, taking 83 percent of the non-resource deals in the quarter, although it was flat in value terms year-on-year at just $1.7 billion.

Brands, technologies and high-end manufacturing were cited as the main investment targets in Europe.

TINY AMOUNT

A separate study published on Thursday by economic research firm, the Rhodium Group, reckons China's investments in Europe could surge to $250-$500 billion between 2010 and 2020 and that deal flow in 2011 tripled to almost $10 billion from 2010.

That $10 billion number, however, is far in excess of official Commerce Ministry data that put total Chinese ODI into the European Union at $4.3 billion last year, a 94 percent increase over 2010.

Either way, it is a tiny amount compared to what Europe needs to plug the hole in its debt-riddled finances.

The International Monetary Fund estimates that European banks must trim their balance sheets by about $2.6 trillion by the end of 2013 to stabilise capital and asset bases ravaged by a sovereign debt crisis now approaching its fourth year.

It implies a huge funding gap for European companies and a major opportunity for cash-rich Chinese firms - especially those backed by abundant state-backed capital.

Europe attracted 16 percent of China's ODI in the first quarter, the A Capital survey says, far behind South America's share, though ahead of 15 percent snagged by North America, 13 percent that went to Africa, Oceania's 12 percent and the 1 percent that went to Beijing's Asian neighbours.

The A Capital Dragon Index measures the growth of outbound investment stock relative to GDP. It aims to be a reference indicator tracking the globalisation rate of the Chinese economy since accession to the World Trade Organisation in 2001.

The index, started in 2010, collects information on confirmed deals exceeding $5 million which yield a stake of more than 10 percent in an asset.

This article is copyrighted by Reuters

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