A couple years ago I was invited to participate in the seed round of a new Run of River (ROR) power generation company that was being formed to acquire concessions in Nepal. Yep, I know, Nepal? Turns out the geography lends itself perfectly to this type of renewable, clean and green energy generation scheme. Not [...]
July 7, 2011 By 8 Comments
Mongolia – Same Same…But Different
It is said that there are many ways to skin a cat. Kuppy has provided us with his analysis of Mongolia here and here. Following on from this I asked an investment banker friend to provide us with his perspective on Mongolia. Sam is smart, well educated, and young. He could at this stage in [...]
February 3, 2011 By Leave a Comment
Why I would NEVER invest in early stage infrastructure projects
I’ve been troubled by China and how to best invest for some time now. I relocated to the Asia-Pacific region 8 years ago in order to take advantage of what I saw as a tectonic shift of wealth that was underway. There is an enormous amount of infrastructure build-out taking place across Asia, but especially [...]
