Category: Emerging Markets

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

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How to safely play the Tunisian crisis

On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be

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What Russia is Doing Right

The Russian Central Bank continues to buy gold.  Just yesterday the news came out that Russia had added another 200,000 ounces in June, and that their total reserves have reached 22.8 million ounces.  They’ve been on a tear for the last several years, as you will see from the chart

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