拉尼.亚卡斯 (Rani Jarkas)对非洲的投资看法

Safari Sunset in Africa (ranijarkas.wordpress.com)

Safari Sunset in Africa (ranijarkas.wordpress.com)


非洲,在融资和资本市场备受尊崇的拉尼.亚卡斯(Rani Jarkas)的眼中,充满了未被发掘的投资机会。拉尼长期以来致力于推动非洲的发展。他在十多年期间,成功完成了多项发达国家和新兴国家之间的跨境交易,特别是促成世界上经济发展最快的非洲和亚洲之间的交易。

拉尼称,“我希望利用我在全球的投资经验,为亚洲和非洲搭建桥梁,弥补地区间的差异,并充分利用两大洲市场快速增长所带来的机遇,为当地投资者创造独特的价值以及为我的客戶提供在全球投资的机会和途径。”拉尼的努力和贡献受到了地方合作伙伴和客户的倍加欣赏并在当地久负盛名。当地媒体称他具有“银行家的丰富知识和处理复杂交易的宝贵经验”。

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Rani Jarkas’ Insight into Rare Earths Elements

Rare Earth Elements Periodic Table Metals (ranijarkas.wordpress.com)

Rare Earth Elements Periodic Table Metals (ranijarkas.wordpress.com)


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.

Rani Jarkas Investment Views on Africa

Safari Sunset in Africa (ranijarkas.wordpress.com)

Safari Sunset in Africa (ranijarkas.wordpress.com)


Rani Jarkas, a well-regarded figure in both finance and capital markets, sees untapped investment opportunities in Africa and has made a long-standing and significant commitments to the continent. For over a decade, Rani has successfully conducted cross-border transactions between developed and emerging countries, especially in the world’s fastest-growing continents, Africa and Asia.

“My intention is to bring unique value to local investors and offer our clients around the globe 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,” says Rani Jarkas.

The local partners and clients appreciate his long-standing reputation in the field, with sources highlighting his “profound knowledge of the banking industry and vast experience in complex transactions.”

Rani Jarkas’ Confidence in Chinese RMB Yuan

Rani Jarkas Confidence in Chinese RMB/Yuan Investments (https://ranijarkas.wordpress.com)

Rani Jarkas Confidence in Chinese RMB/Yuan Investments (https://ranijarkas.wordpress.com)


When many experts on Wall Street saw a free-floating Yuan as a distant prospect, Rani Jarkas, a world-renowned entrepreneur and a banking expert, has shown his early confidence in RMB. Seeing China’s economy has been developing rapidly and the level of its openness to the outside world keeps increasing, Rani believes RMB will become more and more used overseas and will become fully convertible in international markets in the future.

When the China Central Government stated its support for Hong Kong’s development as an offshore Renminbi business centre in 2010, Rani saw the great potential and seized the opportunity immediately to establish a platform in Hong Kong. Taking a broader and more forward-looking view, he launched an offering of renminbi (RMB) – denominated investment products through a global boutique investment firm in the same year.

Through Rani’s relationships and global network of his partners, he has expanded the offering to include a wide variety of RMB-denominated products, including ‘dim sum bonds’, funds, IPOs and currency exposure in order to meet his clients’ needs.

Rani Jarkas said, “Our goal in expanding our offering to include RMB-denominated investment products is to ensure that our clients are well-diversified and positioned for the inevitable global rebalancing – the theme of the century.” He added that, “As the RMB market grows, we will continue to seek out unique investment opportunities for our clients.”

拉尼.亚卡斯 (Rani Jarkas)对印尼的投资看法

Map of Indonesia (ranijarkas.wordpress.com)

Map of Indonesia (ranijarkas.wordpress.com)


在金融危机覆盖全球的2008年,印尼不但保持了稳定的经济增长,还快速发展并成为极具吸引力的投资目的地。拉尼.亚卡斯(Rani Jarkas)专注于企业融资、资本市场和服务超高净值客户,他在投资业拥有二十年的丰富经验,在业内备受尊崇。早在印尼发展前期,他已洞察到该国所蕴藏的巨大潜力。

2012年,拉尼在雅加达设立了办事处,立足当地,协同当地合作伙伴推动地区经济发展并促进印尼、大中华及中东和北非地区之间的贸易和投资往来。拉尼.亚卡斯(Rani Jarkas)称:“在印尼设立办事处可以帮助我更准确地物色投资机会,并能更行之有效地把我的自有资金部署到我所擅长并与印尼息息相关的能源、自然资源和农业综合领域。在当地政府和商业伙伴的大力支持下,我将在印尼加大力度寻求更多对内及对外的投资机会。”

Rani Jarkas Investment Views on Indonesia

Map of Indonesia (ranijarkas.wordpress.com)

Map of Indonesia (ranijarkas.wordpress.com)

Indonesia has been a solid performer throughout the 2008 economic recession and continues to be an attractive investment destination.  Rani Jarkas, a well-respected and industry-recognized leader who has 20 years’ experience in the investment industry specializing in corporate finance, capital markets and ultra-high net worth client business, sees great potential in the country and established a representative office in Jakarta in 2012 with a focus on working with his local partners, facilitating trade and investment flows between Indonesia, Greater China and the Middle East and North Africa (MENA) regions. 

“Having a representative office in Indonesia helps me identify investment opportunities and better manage the deployment of proprietary capital to projects that are in its fields of energy, natural resources and agribusiness, areas of particular relevance to Indonesia. With the support of the local governmental and business partners in Indonesia, I will pursue additional interesting inbound and outbound investment opportunities,” says Rani Jarkas.