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專欄 - 從華爾街到硅谷

投資人:政變給埃及創(chuàng)業(yè)者帶來希望

Dan Primack 2013年07月05日

Dan Primack專注于報道交易和交易撮合者,從美國金融業(yè)到風險投資業(yè)均有涉及。此前,Dan是湯森路透(Thomson Reuters)的自由編輯,推出了peHUB.com和peHUB Wire郵件服務(wù)。作為一名新聞工作者,Dan還曾在美國馬薩諸塞州羅克斯伯里經(jīng)營一份社區(qū)報紙。目前他居住在波士頓附近。
7月3日埃及發(fā)生的政變對于這個國家的經(jīng)濟和創(chuàng)業(yè)者們將產(chǎn)生怎樣的影響?埃及一位風險投資人在政變第二天接受《財富》雜志采訪時認為,埃及有人才,有資金,更重要的是,現(xiàn)在有了希望。

????針對7月3日埃及發(fā)生的政變,《財富》雜志(Fortune)采訪了埃及風投公司Sawari Ventures常駐華盛頓的合伙人萊斯利?捷普。捷普的丈夫愛德華?沃克爾在1994年至1997年間曾經(jīng)是美國駐埃及大使。

????我們第一次和捷普對話是2011年開羅解放廣場最初舉行抗議的時候,抗議最終導(dǎo)致胡斯尼?穆巴拉克下臺。

????7月3日晚上,我們想聽聽后來埃及經(jīng)濟發(fā)生了什么?3日白天發(fā)生的事件對于埃及創(chuàng)業(yè)者的未來意味著什么?下面是經(jīng)過編輯整理的訪談錄音文字:

????《財富》雜志:從經(jīng)濟角度來看,穆爾西總統(tǒng)是否對埃及有益?

????捷普:不,他不利于埃及經(jīng)濟。關(guān)于這是不是一場政變現(xiàn)在還有很多說法,但現(xiàn)實是穆爾西雖然是民選總統(tǒng),卻一直在采取很多措施鞏固自身權(quán)力,越來越接近獨裁。

????而且,這種情況也開始擴散到商界和經(jīng)濟中,讓國際投資者感到不安。

????因此,過去這幾年,埃及人過得相當艱難。我們?nèi)蕴幵谶@個新進程的早期,但在埃及,和我共事的人們都很為7月3日埃及發(fā)生的事情感到鼓舞。

????國際投資者不會繼續(xù)害怕,擔心埃及會陷入政治動蕩?

????我認為,7月3日的事件事實上是過去的延續(xù),也希望它能成為兩年前那起事件的終結(jié)。我不是政治專家,但參與2011年推翻穆巴拉克抗議示威活動的人們認為,他們正在朝一個方向邁進:更加開放的政府和由此更加開放的經(jīng)濟。希望過渡政府能重樹這一精神,實現(xiàn)多元化和透明,迅速進入我們認為適當?shù)拿裰髁鞒獭A钊苏駣^的是,目前與軍方站在一起的是卡普蘭教會(Coptic Church)的負責人、開羅大清真寺的阿訇和穆罕默德?巴拉迪(2005年諾貝爾和平獎得主)。

????當然,有一個團體沒有代表......

????你說的是兄弟會(The Brotherhood)嗎?埃及人民真正感到難以忍受的是政府,這里我基本上指的就是兄弟會,干涉他們的日常生活。很多人,包括不是特別右翼的穆斯林,都認為他們的所作所為非常惹人厭。

????With all of the change today in Egypt, Fortune decided to check in with Leslie Jump -- a Washington, D.C.-based partner with Egyptian venture capital firm Sawari Ventures. She also is the wife of Edward Walker, U.S. Ambassador to Egypt between 1994 and 1997.

????We first talked to Jump during the original Tahrir Square protests of 2011, which resulted in the ouster of Hosni Mubarak.

????This evening we wanted her sense on what has happened to Egypt's economy since then, and what today's events mean for the future of Egyptian entrepreneurs. What follows is an edited transcript of our conversation:

????FORTUNE: From an economic perspective, was President Morsi good for Egypt?

????JUMP: No, he was not. There has been a lot of talk today about whether or not this was a coup, but the reality is that while Morsi was democratically-elected, he had been making so many moves to consolidate authority that it was getting closer to a dictatorship.

????And that had begun to spread to businesses and the economy, which spooked international investors.

????So it has been a pretty rough time over the last couple of years for Egyptians. We're still early in this new process, but the people I work with in Egypt are encouraged by what has happened today.

????Won't international investors continue to be spooked, worried that Egypt will become mired in political instability?

????I would argue that today is really a continuation, and hopefully conclusion, to what happened two years ago. I'm not a political expert, but the people who participated in the events of 2011 thought they were moving toward a more open government and thus more open economy. There is hope that the interim regime regains that spirit, by being diversified, transparent and quickly moving through what we'd consider to be proper democratic processes. It's encouraging that standing next to the military today was the head of the Coptic Church, the imam of Cairo's first mosque and Mohamed ElBaradei.

????Of course, one group wasn't represented...

????The Brotherhood? One thing people in Egypt really were worked up about was the government, by which I basically mean the Brotherhood, interfering in their daily life. A lot of people, including Muslims who don't happen to be far right-wingers, found what they were doing to be highly offensive.

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