English|MSA Capital Emerges as a Top Investment Firm in Asia with Unique Values( 四 )


Brazilian fintech firm Nubank is a perfect case to illustrate MSA Capital’s international operation. In June 2021, MSA Capital participated in the US$750 million series G round financing of Nubank, the biggest fintech unicorn in Latin America. Warren Buffett’s Berkshire Hathaway and Sands Capital also funded Nubank.
Nubank went public on the New York Stock Exchange on December 9, 2021. Nubank’s debut on the stock market was the third biggest IPO in 2021. The company is now valued at over 280 billion yuan, which makes it an important international investment project for MSA Capital.
MSA Capital looks at the development of fintech companies in other regions while referring to the successful cases in China’s fintech industry, Harburg said, stating that China’s experiences enable MSA Capital to evaluate fintech projects better. Nubank will become the biggest digital bank in Latin America and learn from Chinese best practices from Chinese investors.
Besides Nubank, MSA Capital has also discovered and invested in several unicorns in countries of the Middle East and North Africa, South America, and India.
English|MSA Capital Emerges as a Top Investment Firm in Asia with Unique Values
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Nubank debut on New York Stock Exchange in December 2021
The best time for Chinese investors is hereThe report The Great Tech Rivalry: China vs the U.S, published by the John F. Kennedy School of Government of Harvard University and Cambridge University, concludes that China has chances of overtaking the United States and becoming the number one country in AI, 5G, quantum information science, semiconductor, biotechnology and green energy.
The report shows that China has become a leader in basic research of biotechnology in the past two decades. Research papers in biotechnology from China registered year-on-year growth of 20% on average between 2007 and 2017, only second to the United States. In 2019 and 2020, China’s Nature index in biology surpassed that of Germany and the UK, ranking second. China has also witnessed a surge in biotechnology patents. China’s global share of biotechnology patents jumped from 1% in 2000 to 28% in 2019, with that of the United States slumping to 27%. China is also a leader in cell therapy patents in terms of total patents and growth.
British academic magazine Nature pointed out in an article that China’s life science companies are innovating with policy support from the local government, a massive market and human resources. Chinese companies might challenge the dominance of the United States in the biotechnology field.
China has launched a series of regulatory crackdowns on the Chinese Internet industry, especially the fintech sub-sector. By contrast, the Chinese government continues to provide policy support to the biotechnology industry and other cutting-edge technologies. In the 13th and 15th Five-Year Plan periods of China, the central government stated that China needs to make breakthroughs and innovations in cutting-edge technologies, such as artificial intelligence, quantum information and integrated circuits.
It is apparent that China is betting its future growth on technological innovations. As long as China continues to value and develop its market economy, there will be new opportunities for investors. From MSA Capital’s perspective, the best time for investing in China has come.
MSA Capital has been making more frequent investments in the past two years as the Chinese investment landscape underwent massive changes. MSA Capital’s recent development was driven by its belief in making the right judgments and not follow the herd. The investment firm believes that investors need to think creatively and make the right investment decisions when the market encounters downturns.
“It will continue to be a good time for Chinese investors in the future, not only in terms of investing in China,” Zeng stated. The stock markets in Hong Kong and mainland China and local governments have been providing supportive policies for the biotechnology sector, which generates more opportunities for MSA Capital to make investments.

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