October 29th, 2012
Investment Thoughts from a Boracay Beach
I’m writing this month’s letter sitting at the Coco Bar in Boracay, Philippines. A typhoon is inbound in a few hours so the beach and bar have mostly emptied out. It feels a bit eerie and ominous. Although, that could be from the big rum drinks.
A couple of things I have been mulling over on the topic of emerging market investing….
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