Attention is increasingly turning to large fast growing economies like Pakistan, Vietnam, Iran, Egypt, Nigeria and Bangladesh. These countries have big populations, income levels typically in the range of USD 1,000 to USD 10,000 and are also enjoying strong long… Read More ›
Investors and researchers are always on the lookout for undervalued assets in emerging and frontier markets and I have long been curious as to how this process of research and investment works. I also have a burning interest in Vietnam… Read More ›
This week I take a look at Chinese ties with Indo-China, I’ve spent some magical times in this part of Asia both on holiday and business. It doesn’t get much better than eating Vietnamese soft shell crab, washed down with cold beer overlooking the bustle of Saigon or lying… Read More ›
