The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
The Return of Anarchy
Russia’s invasion of Ukraine has changed the world irreversibly in important ways.
A CDO for Secondaries?
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
The Great Wall of Capital
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
An Extractive Industry
The Toys “R” Us bankruptcy prompts a jeremiad on LBOs; Abraaj: Redux; CEE; India; Turkey; Grapes of Wrath
Transparency & Governance
A reflection on transparency and governance. Also features: Abraaj, Norway’s sovereign wealth fund, Bain & Co, The Dhammapada
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