The Relapsing-Remitting Sclerosis of China’s Healthcare System

 But first, please sign up on the upper right to stay in contact. Thanks. Healthcare is one of those subjects I obsess about. The dollars are huge (e.g., $3 trillion in the USA). It is uber- complicated. And as the government is perpetually involved, things are always economically contorted. You can find ridiculous profits and […]

A Value-Added Strategy for Mexican Private Equity

An interview with Roberto Charvel, Managing Partner at Vander Capital Private equity and venture capital in Mexico is becoming more and more interesting. The revenue numbers have become impressive so there are significant-sized opportunities now. There are deep US cross-border ties so the deal networks are there. And the deals are still off the radar […]

Six Winning Strategies for Middle East and China Deals (or Why the New Silk Road Failed)

By Jeffrey Towson, Kevin Tetarenko, Ehab Tantawy What Happened to the New Silk Road? In 2007, the “new Silk Road” was born. It was headline-making vision for how the Middle East and Asia would reconnect after 700 years of political and economic separation. It was a grand vision – a historic re-opening of ties that […]

Carlos Zalles of LW Investment Management on BPZ Energy and Other Latin America Value Plays

Western investors and Latin American are the “odd couple” of value investing. In terms of geography, culture and even language they are quite close – especially when compared to other developed to developing economy situations. And you have a long history of personal relationships between the regions which is critical for cross- border deals. And […]