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Fuel for Discussion – Blog

Welcome to the Fuel for the real economy’s blog. We have a team of high profile, regular bloggers commenting on all aspects of the private equity and venture capital investment in European companies.

Our bloggers, listed on the right-hand panel, include MEPs, journalists, academics, entrepreneurs and institutional investors.

Topics covered will reflect macro-economic news, policy developments, new investments and exits, and news in the field of environmental, governance and corporate social responsibility.

20th
Dec
by David Waserstein
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Defeat of Proposition 23 – a strong sign of support for clean technology investment

Last month’s defeat of Proposition 23 highlighted public support for a clean energy economy, pushing clean tech investment back up the political agenda, not only in California but across the US.

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30th
Nov
by David Waserstein
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Cleantech venture investment stabilizing and on track to exceed 2009

As the uncertainty in the global economy continues, cleantech venture investment in Q4 is showing signs of a recovery.

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28th
Jul
by David Waserstein
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Stormy public finances and renewables

During the recent recession, the cleantech and renewables sector weathered the stormy financial seas with relative robustness. However, as the fall out of the economic difficulties begins to affect public finances across Europe, the sector is experiencing some volatility.

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25th
May
by David Waserstein
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The “Black Turtle” of Offshore Oil

The pictures of oil gushing from the burst pipe at the bottom the Gulf of Mexico, accompanied by images of black, clogged mangroves and dead turtles may mark a turning point in the US zeitgeist towards the use of renewable energy and green technologies.

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27th
Apr
by David Waserstein
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Utility-scale Solar Thermal financing challenges vs PV in light of relative efficiencies

Despite the turbulence of recent years, development dollars continue to flow into solar projects around the world. However, recent changes in the financing landscape have added fuel to the debate around the relative strengths and weaknesses of solar thermal versus solar PV.

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14th
Apr
by Thomas Meyer
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Weak fundraising does not signal lack of interest

Weak fundraising does not signal lack of interest
Private equity funds raised USD 50 bn worldwide in Q1 2010, according to a new report by Preqin. That is slightly more than in the previous quarter but much less than they raised during the last few years (see chart).

There are basically three reasons [...]

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17th
Mar
by Carol Kennedy
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“Curiouser and Curiouser”

“Curiouser and Curiouser” said Alice. I was pleased to see John Barber picked up, topically, on the analogies between Alice in Wonderland and the process of debate on the AIFM Directive at the Geneva Investors Forum last week.

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2nd
Mar
by Thomas Meyer
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Greece: It’s the management, stupid

A new paper by Nicolas Bloom and John Van Reenen nicely illustrates one of the underlying structural problems of the Greek economy: Greek firms get on average the lowest score on a range of management practices. The low rank indicates serious governance problems and explains part of the sluggish productivity growth and loss of competitiveness.

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15th
Feb
by Simon Witney
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Challenges to Private Equity Business Models: A Tax and Legal Perspective

If you want to be an entrepreneur, or finance a high growth business, move to France. 
A casual reader of the most recent EVCA benchmarking paper – published in 2008 – might be tempted to reach that conclusion.  The EVCA’s regular study aims to assess the extent to which European tax and legal environments favour private [...]

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15th
Feb
by Jonathan Zuck
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Innovation drives productivity and economic growth

In the information economy, innovation drives productivity and economic growth. Many companies and entrepreneurs have produced remarkable results over the last decade – particularly in the fields of ICT and telecommunications.

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