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.
Karim Hussein on Egypt’s Vibrant Venture Landscape
An interview with Karim Hussein, Managing Partner of Algebra Ventures.
Gopal Jain on India’s Transformation
An interview with Gopal Jain, co-founder and Managing Partner of Gaja Capital.
The Boring Twenties?
Everyone’s expecting it to be the Roaring Twenties. But what if the Roaring decade already happened? And you missed it?!
Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Aniko Szigetvari & Ik Kanu on Early-stage VC in Africa
I’m delighted to kick off the podcast with Aniko Szigetvari and Ik Kanu. Aniko and Ik are the founding partners of Atlantica Ventures, an early-stage…
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Questions During Quarantine
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Social Distancing 🦠
Let’s look out for one another.
Persistence
The fine line between stamina and stupidity. Also: J.P. Morgan; Hony Capital; Bia, Part II; The Cost of Being Too Patient; The Porticos of Bologna; Arrian.
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