Amit's Blog

Temasek's Long-Term Vision: Powering India's Growth Through Patient Capital Temasek Holdings, Singapore's state-owned investment company, has strategically cultivated a deep and impactful presence in India over the past two decades. As an early mover, establishing its Mumbai office in 2004, Temasek's India exposure has grown to approximately $40 billion, driven by its long-term, patient capital approach and a diversified portfolio spanning financial services, healthcare, technology, and consumer sectors. Guided by global mega-trends, Temasek actively partners with management teams, fostering operational excellence and sustainability. Its strategic exits, alongside consistent investments in high-growth areas, underscore its commitment to compounding sustainable returns, positioning it as a significant catalyst in India's journey towards becoming a leading global economy. I. Firm Overview & Strategy Temasek Holdings, established in 1974, is a global investment...

  Comparative Analysis of Global Sovereign Wealth Funds Executive Summary This report analyzes seven major Sovereign Wealth Funds (SWFs)—Kuwait Investment Authority (KIA), Abu Dhabi Investment Authority (ADIA), Government Pension Fund Global (Norway), GIC Private Limited (Singapore), China Investment Corporation (CIC), Public Investment Fund (PIF) of Saudi Arabia, and Temasek Holdings (Singapore)—using a framework focused on diversification, risk management, ethical investing, alignment with national economic goals, capacity building, and stakeholder engagement. The analysis is supplemented by detailed case studies for each SWF, addressing their investment strategies, governance, success factors, economic contributions, and ethical implications, alongside country-specific economic and regulatory contexts. Key findings include: Diversification : Norway’s fund leads in global diversification, while PIF focuses heavily on domestic investments. Risk Management : ADIA and GIC employ adv...