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Lecture International marketing: Strategy and theory - Chapter 18: Financial strategies: Financing and currencies

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The purpose of this chapter is to discuss the various aspects of financing. The chapter covers both the local and international sources of financing that are available to public and private buyers, including the various private and nonprofit financial institutions.The chapter also examines such offshore financial centers as the Euromarket and the Asian Dollar Market.

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Chapter 18

Financial Strategies: Financing and

Currencies

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Chapter Outline

 Nonfinancial Institutions

- Self Financing and Debt Financing

- Equity Financing

 Financial Institutions

 Government Agencies

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Chapter Outline

 International Financial

Institutions/Development Banks

Disputes (ICSID)

 IMF (International Monetary Fund)

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Chapter Outline

 Money

 Foreign Exchange

 Foreign Exchange Market

 Foreign Exchange Rate

- Currency Equilibrium

- Effect of Devaluation

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Chapter Outline

- Gold Standard

- Par Value (Adjustable Peg)

- Crawling Peg (Sliding or Gliding Parity)

- Wide Band

- Floating (Flexible) System

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Chapter Outline

 Financial Implications and Strategies

- Early Warning Systems

- Hedging

- Leading and Lagging

- Invoicing

- Pass-Through Costs

- Other Strategies

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Self Financing and Debt Financing

 own capital

 withholding of dividends

 trade credit

 joint venture partners

 borrowing from affiliated firms and employee retirement fund

 issuing commercial paper or bonds

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Equity Financing

 Selling Stock

 Venture Capital

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Financial Institutions

 Factoring Houses

 Forfaiting

 Banks

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Government Agencies

 Concessionary Financing

 Mixed/Blended Credit

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International Financial Institutions/ Development Banks

 World Bank (IBRD)

 International Development Association (IDA)

 International Finance Corporation (IFC)

 Multilateral Investment Guarantee Agency

(MIGA)

 International Centre for Settlement of

Investment Disputes (ICSID)

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Money

 Hard (International) Currencies vs Soft Currencies

 Functions of Currency

- medium of exchange

- unit of account

- store of value

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Foreign Exchange Market

 Credit (Financing)

 Clearing

 Hedging

 Spot Market vs Forward Market

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Foreign Exchange Rate

 Currency Equilibrium

 Effect of Devaluation

- Exports and Employment

- Imports and Consumer Welfare

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Exchange Rate Systems

 Gold Standard

 Par Value (Adjustable Peg)

 Crawling Peg (Sliding or Gliding Parity)

 Wide Band

 Floating (Flexible) System

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Official Classification of Exchange Rate Regimes

- independently floating regimes

- managed floating regimes

- soft pegs

- tightly managed floating regimes

- currency boards

- exchange rate regimes with no separate legal tender

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Financial Implications

and Strategies

 Early Warning Systems

 Hedging

 Leading and Lagging

 Invoicing

 Pass-Through Costs

 Other Strategies

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