Kevin Carter of Baochuan Capital on China Mobile, Li Ning and Other “Safe” China Stocks

It is the China paradox. At the same time Chinese companies are growing stronger and stronger, Western investors are growing more and more pessimistic about them. Jim Chanos says China is “Dubai x1,000”. Muddy Waters and other short-sellers are uncovering one Chinese stock fraud after the next. Western investors looking at China are seeing disturbing […]

Darek Klonowski on Polish Inter Cars SA and Eastern Europe Private Equity

For obvious reasons, Central and Eastern Europe is on the short-list of emerging markets to pay attention to. Labor costs are relatively low. CEE companies can sell directly into European markets. And they can draw directly on European talent. In general, few things facilitate development like having a major economic power as your neighbor. This […]