The White Stripe
Drama at The Abraaj Group continues, EM Fundraising trends, Performance of EM PE, Persistence
Bulls on Parade
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 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…
Dumb Money
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”
The Mid-Market Squeeze
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
More Dickensian by the Day
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
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