The White Stripe
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
Portico Advisers has joined the CrossBoundary Group family of companies. Read the announcement here.
Portico Advisers has joined the CrossBoundary Group family of companies. Read the announcement here.
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
Last month, the New York Times published a fascinating article about the market for followers on Twitter. (Disclosure: shareholder of NYT and TWTR). The manufacture…
The animal spirits are palpable. Though U.S. markets have seemed to be fully valued for some time, the price action since the ball dropped on…
Does the emerging markets private equity asset class scale? No. I don’t believe it does. In fact, I think the absorptive capacity of EM PE…
An LP calls private equity the dumb money in emerging markets, more than $34 billion is being raised in Asia and KKR is bringing leveraged loans to China, LP views on Latin America, Facebook enters small business lending, Turkey turns around? Eric Hoffer’s “The True Believer”
Discusses whether distributions from larger funds is leading to capital concentration in emerging markets, Indonesia’s first startup IPO (Kioson), SoftBank, SMEs and the GST tax in India, lifestyle diseases in emerging markets, Katherine Boo’s “Behind the Beautiful Forevers”
Provides a first anniversary update on Portico, discusses the societal parasite that is Facebook, who will make money in emerging markets venture capital, world awash in capital (featuring corporations as asset managers, passive investing, asset scarcity, and U.S. housing as political time bomb), and Musashi
Discusses KKR’s report on Indonesia, Abraaj Group’s acquisition of the coffee chain Nairobi Java House, challenges Aubrey Hruby’s article in the FT that private equity will drive manufacturing sector development in Africa, shares some beach reading ideas
LP sentiment toward emerging markets, high net worth investor interest in private equity, Helios-GBFoods, Hispanophone deals in Africa, Baring Asia and CPPIB take Nord Anglia private, Blackstone joins the private debt party in India, The Ramayana
Private equity deal flow in Africa, Zabka Polska, Consumer sentiment in Latin America, Carroll Quigley’s “Evolution of Civilizations”
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