OECD Benchmark Definition of Foreign Direct Investment 2008

Fourth Edition

image of OECD Benchmark Definition of Foreign Direct Investment 2008

Foreign direct investment (FDI) is a major driver of globalisation. The OECD Benchmark Definition of Foreign Direct Investment sets the world standard for FDI statistics. It provides a single point of reference for statisticians and users on all aspect of FDI statistics, while remaining compatible with other internationally accepted statistical standards. This edition introduces new analytical data breakdowns and statistical treatments that better reflect the realities of today’s world economy. The revised Benchmark Definition provides methods for classifying different types of FDI (e.g., mergers and acquisitions, greenfield investments) and for identifying the ultimate investor. The new edition now addresses the uses of FDI statistics, including globalisation indicators, and provides a chapter relating to the statistics on the activities of multinational enterprises.

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Annex 9

Mergers and Acquisitions (M&A) Type Transactions as a Part of FDI Statistics

Analysis of Foreign Direct Investment (FDI) is important due to its impact on the production, employment, value added, etc., of the host economy. Distinguishing FDI by its type will help to refine this analysis as the purchase/sale of existing shares versus purchase/sale of newly issued shares will usually have significantly different results regarding their economic impact (see Chapter 2). The focus of this annex concerns practical recommendations on the compilation of FDI statistics to show investment in the form of Mergers and Acquisitions (M&A) type transactions, and, more specifically, purchase/sale of existing shares.

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