Investment Adventures in Emerging Markets

A New Way Forward for Nigeria?
Perspective

A New Way Forward for Nigeria?

Perhaps the biggest long-term challenge for Nigeria going forward is to develop government leadership that will be intent on economic development and utilizing the country’s resources to develop infrastructure.

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.

Africa’s Electrifying Future
Perspective

Africa’s Electrifying Future

We believe the availability of reliable power could sustain dynamic economic growth rates across Africa, potentially enriching the population and creating markets for new consumer businesses.

Focus on Long-Term Fundamentals, Not Fears
Perspective

Focus on Long-Term Fundamentals, Not Fears

I can’t say when this current bout of market volatility will end, but I can say, based on decades of experience navigating the markets, that it won’t last forever. And, it will bring potential opportunities for the savvy investor who knows where to look.

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

Technology and the Internet are linking potential customers to markets at a rate that would have seemed impossible even a decade ago—to the potential benefit of both the populations of emerging markets and the businesses set up to serve them.

Georgia on My Mind

Georgia on My Mind

Wedding Bells in Romania

Wedding Bells in Romania

Nurturing Undiscovered Companies

Nurturing Undiscovered Companies