The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
The DAO of (Risk) Capital
Will decentralized autonomous organizations disrupt the VC / PE model?
The Great Wall of Capital
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
The Wealth of Nations
A walking safari in Tanzania prompts a question: who’s wealthier, a Maasai elder or your average American?
The White Stripe
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
The Evolution of Private Equity in Emerging Markets
A brief history of private equity in emerging markets, an analysis of industry performance, and thoughts on its future.
Does EM PE Scale?
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…
Does the Emerging Markets Private Equity Asset Class Scale?
An analysis of exits in emerging markets suggests EM PE / VC fundraising may need to come down to $16 billion per year
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