拉尼.亚卡斯（Rani Jarkas）看中国的环保清洁技术

我在最近的一篇博客文章（https://ranijarkas.wordpress.com/2014/06/04/%e5%af%b9%e7%8e%af%e4%bf%9d%e6%b8%85%e6%b4%81%e6%8a%80%e6%9c%af%e7%9a%84%e4%b8%80%e4%ba%9b%e8%a7%81%e8%a7%a3-%e6%8b%89%e5%b0%bc-%e4%ba%9a%e5%8d%a1%e6%96%af%ef%bc%88rani-jarkas%ef%bc%89/）里解释过环保清洁技术的定义以及其重要性。读者可能也阅读过我的另一篇关于环保清洁技术的文章（http://www.briefingwire.com/pr/rani-jarkas-Cleantech-wisdom）。我很欣慰收到了许多读者的支持和正面反馈，因此我想在此继续和大家一起分享和探讨我对环保清洁技术的一些看法。

今天的主题是中国的环保清洁技术。

中国多年大规模的增长对环境和自然资源造成了巨大的伤害也为之付出了沉重的代价。中国政府现在决心要对清洁技术行业采取积极措施，计划通过落实并管理清洁技术，来应对全国的高污染问题，同时平衡其能源需求和经济增长。

早在2010年，中国全年能源消费总量达32.5亿吨标准煤，成为仅次于美国的世界第二大能源消费国。如今，中国在清洁技术的投资已超越美国和欧洲，成为清洁技术产业发展最活跃的国家。美国国家科学基金会科学和工程指标最近的一份报告指出，中国对清洁技术的商业投资已经从2007年的300亿美元上升到2012年的近1,600亿美元。

据跨国咨询公司安永会计事务所（Ernst & Young）发布的可再生能源吸引力指数季度报告，中国2010 年二季度在风能上的投资达100亿美元，占全球投资的一半。中国三季度在清洁新技术行业的投资达135亿美元，而欧洲仅为80 亿美元。中国还在安永发布的可再生能源国家排名榜上名列首位。2010年全球共有38家纯清洁能源公司完成首次公开招股（IPO），其中中国公司就占了20家，筹集了共47亿美元，占全球总清洁技术IPO募集资金的49％。中国经济的蓬勃发展和投资者的热情都会令中国清洁技术的IPO继续刷新纪录。上市公司中大部分都是经营太阳能、风能、能源储存和节能的公司，反映出这些领域是中国清洁技术发展的主力。

据新华网报道，国务院总理温家宝于2013年1月30日主持召开了国务院常务会议，提出加快形成能源消费强度和消费总量双控制的新机制。会议同意国家发展改革委提出的预期目标：到2015年，全国能源消费总量控制在40亿吨标准煤左右，用电量控制在6.15万亿千瓦时左右。

受到国家政策的大力支持，清洁技术将成为中国的下一次工业革命。随着中国能源消费的转型加速，全球各行业的企业、政府和纯清洁技术市场的领导者正在寻求更多的竞争优势。你准备好抓住这些机遇了吗？

Cleantech in China by Rani Jarkas

In my recent blog post (https://ranijarkas.wordpress.com/2014/05/21/cleantechnology-insights), I explained what cleantech is and why it matters to us. You might have seen my another cleantech themed article here: http://www.briefingwire.com/pr/rani-jarkas-Cleantech-wisdom. I am very happy to have received so much positive feedback and support, therefore, I would like to continue the topic and share some of my thoughts and insights that I have gleaned from my work and research in the cleantech industry.

This blog’s topic is Cleantech in China

After years of massive growth that took a heavy toll on the environment and natural resources, China now has an ambitious plan to tackle its energy needs by developing clean energy alternatives.

Back in 2010, China's primary energy consumption rose to 3.25 billion tons of coal equivalent, making it the world's second largest energy consumer after the United States. Today, China has a commanding lead in commercial cleantech investment past the US and Europe. Commercial cleantech investment had more than quadrupled from $30 billion in 2007 to nearly $160 billion in 2012, according to a recent report from the National Science Foundation on science and engineering indicators.

China is a market rife with opportunities for cleantech companies. According to Ernst & Young (EY)’s report, China grabbed the number one spot on its Renewable Energy Attractiveness Index and was the largest recipient of clean energy investment in 2010. China generated 20 of the 38 global pure-play cleantech IPOs completed in 2010. Raising US$4.7 billion, Chinese transactions accounted for 49% of total global cleantech IPO proceeds. Combined with strong investor interest in China's booming economy, these factors have led to a record-breaking spate of Chinese cleantech IPOs that is likely to continue. Solar, wind, energy storage and energy efficiency companies made up the majority of offerings, reflecting the major areas of cleantech development in China.

In January 2013, China Cabinet approved an energy control target. The government aims to keep total energy consumption below 4 billion tons of standard coal equivalent by 2015, with electricity consumption below 6.15 trillion kilowatt-hours, according to Xinhua News Agency after a State Council meeting presided over by Premier Wen Jiabao.

Cleantech in China will continue to be the next industrial revolution. As the transformation accelerates, global corporations across industries, governments and pure-play cleantech market leaders are moving quickly to gain competitive advantage. Are you ready to seize transformational opportunities in China?

拉尼.亚卡斯（RANI JARKAS）: 安哥拉是一颗未被发现的宝石

安哥拉位于非洲西部，面积为482,625平方英里。北邻刚果共和国，东接赞比亚，南连纳米比亚，西濒大西洋。石油资源丰富的卡宾达地区位于扎伊尔河以北。

安哥拉是非洲潜在最富有的国家之一。卡宾达有石油；隆达有钻石；其他省份有铁、磷酸盐、铜、金、铝土矿、铀和其它自然资源。今年安哥拉的经济增长预计达到百分之八，该国已成为非洲地区第二大石油生产国。在首都罗安达，到处可见新建成的摩天大楼，每个月都有新公司进驻该地。经济增长开始令安哥拉成为一个处处充满商机的国家。

全球知名的企业家和金融高管拉尼.亚卡斯（Rani Jarkas）具有多年在非洲开展业务的经验，他特别喜欢安哥拉。在接受电话采访时，他说，“很多年前我就选择在安哥拉做生意，我现在对这个国家的投入越来越多，不仅是因为该国有巨大的商机，而且我特别喜欢这个国家的自然风光和居民。我经常看见人们在街头跳莎莎和伦巴。他们对生活的热爱，他们对音乐、舞蹈和艺术的追求，他们的笑声，他们的喜悦，他们的坚定意志和他们的创造力让我深受启发。”

“我希望我的努力能帮助当地社区实现经济增长并协助本地人创造财富。我希望能为地方政府、企业和投资者创造双赢的局面。由于安哥拉正对外国投资者开放其市场，并非常积极地寻求合作伙伴以实现国家工业化，我认为具前瞻性的投资者应该着眼于安哥拉可观的长远潜力并作出投资，”拉尼.亚卡斯（Rani Jarkas）补充说。

BRIEFINGWIRE: Rani Jarkas: Hidden Investment Opportunities in Africa

BRIEFINGWIRE: Rani Jarkas: Hidden Investment Opportunities in Africa.

Rani Jarkas: Hidden Investment Opportunities in Africa

Africa has extensive mineral and natural resources. The continent makes up 20% of the world’s land mass and has 89% of the world’s platinum, 12% of its proven oil reserves and 9% of its natural gas. In addition, Africa has a young, growing population of around one billion people. Of the top 10 fastest-growing economies in the world, 6 are in Africa. However, most international businesses are still not very aware of Africa’s investment opportunities.

Rani Jarkas, a global well-known entrepreneur and a recognized leader in the finance industry shares his views on Africa with us, “Forward-looking investors should invest in Africa for its substantial long-term growth potential. Particularly I believe immense investment opportunities could be found in banking and finance, energy and infrastructure and agriculture.”

“The returns in Europe and North America have been low so the only place where you get good higher returns could be Africa. My intention is to provide better understanding how growth opportunities vary across the diverse continent as well as bringing value to local investors and offering my clients access to investment opportunities that capitalize on the rapid growth in the dynamic Asia and Africa and act as a bridge to fill the regional gaps,” added Rani Jarkas.

Rani Jarkas Co-hosts a Discussion on the “Energy and Mining Sectors in Indonesia Today” in Hong Kong, May 2014

Rani Jarkas, a global well-known entrepreneur and industry-recognized leader, will co-host a focus group discussion on the “Energy and Mining Sectors in Indonesia Today” together with the Consulate General of the Republic of Indonesia in Hong Kong SAR and Macao SAR on 19th May, 2014 in Hong Kong.

The focus group will bring together some of the most influential members of the Indonesian government and business communities, including H.E. Mr. Mahendra Siregar, Head of the Indonesian Investment Coordinating Board; H.E. Mr. Ir. Susilo Siswoutomo, Deputy Minister of the Energy and Mineral Resources Ministry; and H.E. Mr. Chalief Akbar, Consul General of the Republic of Indonesia in Hong Kong SAR and Macao SAR.

Rani Jarkas, who has years of experience in conducting business in Indonesia in the field of asset management and financial advisory services, said, “Indonesia today enjoys a large number of direct foreign investments and has record periods of economic growth to its credit. The country is expected to be one of the world’s 10 biggest economies by 2025 providing many good reasons to invest in the country.”

“With increasing interest in the mining and energy sectors in Indonesia from our tier-one institutional clients around the globe, I hope this focus group event will provide participants a unique opportunity not only to establish relationships with key Indonesian government officials and prominent representatives of the business community, but also to learn about exciting investment opportunities and unique assets in this resource-rich nation. It will also be an excellent occasion to exchange business ideas among members in international business communities, investors and the Indonesian Government,” adding Rani.

BRIEFINGWIRE: Rani Jarkas’ Insight into Rare Earths Elements

BRIEFINGWIRE: Rani Jarkas’ Insight into Rare Earths Elements.

Rani Jarkas at African Business and Investment Events in Hong Kong 2013

[caption id="attachment_80" align="aligncenter" width="652"] Africa Day 2013 (ranijarkas.wordpress.com)[/caption]

Rani Jarkas, a global well-known entrepreneur and industry-recognized leader who has years of experience in conducting business in Africa in the field of asset management and financial advisory services, was invited to co-sponsor the Africa Day 2013 – Business and Tourism Forum and the corresponding Gala Cocktail Event in Hong Kong on 20th May 2013 and 22nd May 2013 respectively. The two events were hosted by the African group of Consulates-General and Honorary Consuls in the Hong Kong Special Administrative Region (HKSAR) to celebrate the Golden Jubilee 50th Anniversary of the African Union.

[caption id="attachment_93" align="aligncenter" width="300"] Africa Day 2013-Pic (ranijarkas.wordpress.com)[/caption]

The objective of the events was to promote the investment climate, exciting projects and tourism in Africa to global investors and business people alike. The events were attended by dignitaries, government delegates, distinguished African company executives and preeminent investors. The guest of honor at the gala cocktail was Mr. Gregory So Kam-leung, GBS, JP, Secretary for Commerce and Economic Development, Government of the HKSAR, who delivered a keynote speech.

Sponsorship of events like these exemplifies Rani Jarkas’ on-going commitment to facilitating business and capital flows to emerging markets, including the world’s two fastest-growing continents, Africa and Asia, specially the Greater China region. Rani's approach is always based on a win-win strategy for investors worldwide in conjunction with local people and companies in each region. Rani is aware that, in Africa, creating job opportunities, enhancing efficiency and building wealth for locals are highly sought-after outcomes and important elements in defining a ‘win’.

Rani Jarkas said, “We look forward to establishing trusted partnerships with local governments and companies in Africa. As direct investors ourselves and advisors to tier-one investors around the globe, we also look forward to exploring a wide range of investment opportunities in Africa, particularly those in our areas of expertise, which include technology, natural resources, energy and clean technology.”

Rani Jarkas’ Views on Why Boutique is Better

Rani Jarkas is an effective and reliable executive with abilities of overcoming complex business challenges and making high-stakes decisions using experience-backed judgment, strong work ethic and irreproachable integrity with over 20 years of financial service industry experience. “In my opinion, going to a bulge bracket firm is just not the ideal and most effective option for everyone. When you read the story below, you might find the answer,” said Rani Jarkas.

A famous engineer was called to look at a malfunctioning piece of manufacturing machinery. One fourth of a city block in size and completely encased in a shell of concrete, repair of the machine would require breaking through the barrier wall – a correct diagnosis was imperative before work could begin. The engineer set his price for coming to look at the machine at $100,000. The owner of the plant thought that a very high price, but the machinery was vital to his operation and this man was reputedly the very best available, so he agreed to the terms. Having arrived, the engineer walked slowly around the encasement, listening carefully to the workings of the machine inside. At long last, still listening carefully, he took a red Sharpie out of his pocket and drew a small X on the wall. “Tell your mechanic that this is where the problem is”, he said to the plant owner. “What is this?” screamed the owner, “I paid you $100,000 for you to draw an X on the wall?” “No”, said the engineer. “You paid me $100,000 for knowing where to draw it”.

Rules are presumably put in place to protect the investor, but as always, it is the unintended consequences that are the ones that you need to watch out for.

When uncontrollable events take place that cause specific market sectors to fall, whether caused by market failures, acts of God or some other intervention, a well-intentioned money manager has to have the liberty to move assets to those areas that are on the way up, or at least get out of the way of the ones that are falling. Many people lost their pensions and other savings and investments during the 2008 crash due to restrictions to do just this.

One safe haven that was not open to many money managers in the last financial crisis was the option of moving to cash. The stigma of moving assets to cash is based on urban myth, propagated by institutions that have insisted that investors entrust their money to those who were going to actually invest it – any lay person could hold cash! But this is faulty logic. Investors are entrusting their savings to experts who know where to draw the X on the wall. Investors want money managers who know when cash is king and when and what to buy and sell.

Knowledgeable investors have been frustrated by limited alternatives available in the market and passive investors are unaware of the conundrum that exists.

Investors today are looking for independence. They want to employ money managers who have the freedom to make investment choices that are focused on long-term growth and the preservation of wealth, regardless of geographic boundaries, industry segments or asset type. Investors are looking for fund managers who use a variety of research sources to gain their information – without solely relying on a centralized internal research department that provides all company fund managers with the same information, commonly resulting in collective buying and selling and potentially impacting price and performance execution. Investors are also concerned about the bottom line – how the fund actually performs in terms of real gains or losses, not how it performs against a benchmark. Beating a benchmark by 5% is great, unless of course the index was down 50% itself. And finally, over-dependence on fundamental analysis and portfolio size could mean a delay in decision-making to avoid or cut losses or holding on to falling assets for fear of missing out on the chance of a return rally. Investors want money managers who are focused on protecting and growing capital – managers who know precisely where to mark that X on the wall.

Some say that globalization has ‘shrunk’ the world. From Rani’s perspective, the world is still a pretty big and diverse place and there are opportunities everywhere – even when the mainstream media depicts a direr story. From this viewpoint, it made good sense to develop efficient products with built-in resilience to economic environments and market conditions without limitations to specific sectors or geographical focus.

The rise of the independent boutique firm is testament to these ideas – knowing where to draw the X on the wall — by developing and using creative products based on solid constructs, exploring markets and opportunities all around the world and appropriate discretionary investing suitable to an investor’s risk/return tolerance.

Rani Jarkas’ Insight into Rare Earths Elements

[caption id="attachment_50" align="aligncenter" width="300"] Rare Earth Elements Periodic Table Metals (ranijarkas.wordpress.com)[/caption]
As technology continues to advance, more uses for rare earths are being discovered by industry. In recent years, rare earth applications are gradually expanding into the field of magnetic materials, luminescent materials, hydrogen storage materials, etc. Great prospects for the industry have brought great investment opportunities. “Without rare earth metals, we cannot have a digitally driven, cleantech-powered economy.” says Rani Jarkas, a well-recognized lead investor in the industry. He recently attended the 9th Annual International Rare Earths Conference in Hong Kong together with other 200 delegates from all over the world, and across various parts of the industry. The following is a summary of Rani’s findings from the gathering after spending time with industry experts and his profound insights of the current state of the rare earth market.

Rare Earth Elements (REE) are playing an increasing role in technology, which is attracting mounting interest from investors worldwide. However, the market for REE is increasingly volatile due to the increased demand coupled with controlled supply.

On the demand side, REE materials are becoming increasingly critical elements in many newly emerging and rapidly growing industries including electric vehicles, rechargeable batteries and cleantechnology.

On the supply side, the sources of REE materials are limited and geographically distributed in a ways that often makes political factors as relevant to the equation as economic factors. China controlled 95% of the rare earths market in 2011, and its government was limiting exports and placing restrictive taxes on their sale, causing prices to soar. This policy triggered supply fears and a subsequent price surge of certain REE materials, some skyrocketing 10 times in the past two years, before plummeting by as much as four times in the last three months as some of these fears have subsided.

The market has responded and increases in supply have been achieved through smuggling (the quantity of smuggled material may be larger than the quota limits), increased efforts to source alternatives to REE materials including nanotechnology approaches, identifying new (and more expensive) sources and operations, improving materials processing yields and recycling.

Although the gigantic REE commodity price increases in 2009 – 2011 created enormous profits for producers and some investors, there have been huge swings in valuation and market cap of companies with REE assets or pending REE production. 2011 was especially dramatic with huge mid-year prices increases driven by panic buying and fear of another quota cut announcement from China, which was followed by erosion as those fears relaxed, decimating prices. This is exacerbated by the significant internal/external price differences present because the quotas do not apply to production manufactured goods inside China.

In response, the large global REE consumers such as Toyota, Siemens, Seagate Technology and others are starting to support REE production outside of China through strategic investments, with a view to guaranteeing supply stability for their long-term product development activities. This is a capital and time- intensive proposition.

Dominated by artificial factors, the REE market is very difficult to predict and further fluctuations in REE commodity prices should be expected. Fortunes can be made and lost in REE commodities trading in this market. That said, special opportunities with inherent value do exist for new resources that are rich in heavy REE and located in areas where political manipulation and local factors will be manageable.