Tag: China

3 Things you Need to Know About Central Asian Frontier Markets

Some time back I had the fortune of meeting with some interesting guys who are involved in Central Asia. Like some of you, I have read the stories of stupendous, life-changing growth and opportunities. I’ve even met a good number of investors who have placed what amounted to a grubstake

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Please Daddy Can I Play Too?

Myanmar is moving swiftly ahead, opening the country up to foreign investment. Recent draft legislation reveals a new investment law enabling “foreign devils” to own 100% of a business. Foreigners will no longer require a local partner in order to set up a business in the country, and those same foreign

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Flying Money – Where It All Began

China circa 1100… This was a time when commerce was booming, life was grand and the Chinese economy was expanding rapidly. I don’t know the figures but by all historical accounts real GDP was going through the roof. Alternating crops on the land, irrigating and fertilising with manure – in

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Investing in the World’s Longest-Running Civil War

Burma has been in an almost perpetual state of civil war since 1949. Human rights violations, brutal oppression against a mostly un-armed populace, child trafficking, and living conditions I would not subject a dog to (a central banker yes… a dog no) have been synonymous with Burma since its independence

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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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