Investment Adventures in Emerging Markets

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Thailand’s Tensions, and Resilience

From a long-range view, we think many companies will be able to survive and prosper in Thailand. We do believe cooler heads should prevail over time, and the more positive economic trends Thailand has seen before the coup could return.

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Russian Interests

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Nigeria: An African Giant

The shocking kidnapping of school girls by the Boko Haram, probably designed to embarrass the government at the time of the World Economic Forum, highlighted that Nigeria's path to development will not be an easy one. I don’t believe even such a hideous act of terrorism should dislodge Nigeria’s path to future economic growth.