Investment Adventures in Emerging Markets

Building Corridors to the Future in Pakistan
History

Building Corridors to the Future in Pakistan

We have been investing in Pakistan for a number of years, and see it as an overlooked investment destination with very attractive valuations due to negative macro sentiment.

Once Forbidden Frontiers
History

Once Forbidden Frontiers

Investing in frontier markets can come with a higher degree of volatility than more established markets, but to me, they offer pretty exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today.

Nigeria: An African Giant

Nigeria: An African Giant

The shocking kidnapping of school girls by the Boko Haram, probably designed to embarrass the government at the time of the World Economic Forum, highlighted that Nigeria's path to development will not be an easy one. I don’t believe even such a hideous act of terrorism should dislodge Nigeria’s path to future economic growth.

Africa’s “Glass With Attitude”

Africa’s “Glass With Attitude”

Wedding Bells in Romania

Wedding Bells in Romania

Africa: Investing in the Cradle of Civilization, Part 3: Ghana’s Golden Opportunities

Africa: Investing in the Cradle of Civilization, Part 3: Ghana’s Golden Opportunities