Expectations v. Reality
Expectations of 3x from emerging market private equity funds are unreasonable
The Work
Year three begins; Advent + Walmart Brazil; African PE: Quo vadis?; Creador + Goldman on Asia; Mr. China Meets the Mekong; A Most Damning Indictment; and, “The Odyssey”
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
First Move
Private equity deal flow in Africa, Zabka Polska, Consumer sentiment in Latin America, Carroll Quigley’s “Evolution of Civilizations”
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