Reposted from The Caribbean Property Investor
By Douglas Clayton, CEO of Leopard Capital
As billions of dollars of foreign assistance pour into the “Pearl of the Antilles” driving economic growth, the CEO and Founder of pioneering private equity firm Leopard Capital explains why he believes Haiti is poised for growth and mutually beneficial investment opportunities abound. More…
Reposted from CNBC
Sarah Alexander, CEO of Emerging Markets Private Equity Association, tells CNBC investors now have the confidence to look into new, ‘frontier’ private equity markets such as Latin America, Turkey, and Indonesia.
Reposted from Investment Europe
By Tahmina Mannan
Investors should look to frontier markets rather than emerging markets to access the most dynamic and fastest growing economies and secular growth drivers, says Schroders.
The fund provider says that frontier markets offer investment opportunities that are getting less risky as market liberalisation accelerates, and that valuations look attractive in absolute terms versus the developed and emerging world. It defines frontier markets as typically low and middle income countries with relatively under-developed capital markets compared to their global emerging markets (GEMs) peers. More…
Reposted from the Brisbane Times
By Larissa Ham
A DECADE ago, Colombia was pretty much a no-go zone for foreign investors, who were scared off by stories of crime, cocaine, kidnapping and corruption.But Colombia, with a population of 46 million, is a country in transition, with a growing middle class, improved security and huge potential for businesses. It also now has Latin America’s fourth-largest economy, and has dodged the economic collapses and hyperinflation of countries such as Argentina. More…
Downtown Bogota
“In Colombia, household earnings are growing faster than the regional average,” Frontier Strategy Group analysts said in a recent report. It has “vigorous” export growth, an uptick in oil and gas production, an impressive investment in infrastructure, disciplined economic policy-making and a stable security environment after years of violence. More…
Peruvian President Ollanta Humala, Vietnamese President Truong Tan Sang
While much of the focus on the Asian presence in Latin America is given to China, other Asian countries are also eager to expand their trade ties to the Western Hemisphere. Vietnam—a Communist country with a free-market economy which grew at nearly 6 percent last year—has been quietly courting Latin American countries, hoping to increase its exports to the region three-fold to $6 billion by 2015 and gain access to the region’s valuable commodity markets. More…
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Reposted from The New-York Times
By Conrad De Aenlle
The difficulty with investing in the next big thing is that it is often not recognized as that until after it has become a current or former big thing. Before its arrival, it tends to be seen only as a crazy, risky thing or nothing at all.
Emerging-market portfolio managers specialize in finding the next big thing. But after the transformation of many economies in Asia and Latin America in the past two decades and the strong returns and mainstream popularity of their markets, what’s left to be found? More…
Foreign Minister Pham Binh Minh and Colombian counterpart Maria Angela Holguin
Vietnam hopes to strengthen ties with Colombia in various fields such as politics, diplomacy, economics, trade, energy, oil and gas, culture, education and tourism. Foreign Minister Pham Binh Minh emphasized this during February 27 talks with his Colombian counterpart, María Ángela Holguin, in Hanoi.
He highly appreciated Colombia’s proposal to create a mechanism and legal foundation for bilateral relations and its decision to send a cultural and art troupe to the 2012 Hue Festival, within the framework of the Forum for East Asia-Latin America Cooperation (FEALAC). More…
Douglas Clayton, CEO of Leopard Capital
Dear Special Situations Reader,
Doug Clayton is an investor who works the frontiers. He likes to go into markets that are already so beaten up they can’t help but get better. “I like markets where you don’t have to be very smart,” he says. “Where you can invest in some basic things and know you’ll do well.” More…
