I’ve always loved demography. It came into play back into my health-care analyst days, and it is probably the most significant factor in the global economy right now. On Friday, I was in Chengdu’s Peoples Park. It’s delightful, with a mix of monuments, snack vendors, garden paths, and a lake where you can rent rowboats…. [Read More]
Blog
Tag: emerging markets
Singing in Bars
In Asia,people sing in bars, and not just karaoke. Yes, I’m generalizing broadly, but I’ve decided that it’s a good idea to have a song ready to go when my hosts expect me to take a turn. It is: “Take Me Out to the Ball Game”. which is easy to sing and is a traditional… [Read More]
Intellectual Property in Emerging Markets
I’m teaching in China now, which is an intellectual property free-for-all. My students are using photocopied textbooks, and bootleg DVDs are for sale everywhere – one of my colleagues found Men in Black 3 already, which is a little disturbing. A few years ago, I attended a conference on investing in India, held at the… [Read More]
Current Trends in Social Investing
Last week, I spoke at a meeting of the Chicago chapter of Women Advancing Microfinance along with Caroline Allen of Creation Investments. Here’s a recap of my speech: Essentially, we can think of social investing two ways. One is finding investments for people who want to invest socially, and the other is improving the environment,… [Read More]
Emerging Markets Update: Egypt
Egypt has always been a frustrating market for emerging markets investors. With 80 million people and a tradition of education, it is larger and more established than most nations in the Middle East and Africa. Investors have long had the expectation that Egypt would be the Next Big Thing. The country has been independent of… [Read More]
