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  • Dissecting Crowdfunding [View article]

    It seems fairly clear from reviewing the law that the platform is a "promoter."

    Again, like I said to Samuel, the SEC will clarify this, but right now, in my review of the law as it stands, it looks like the platforms won't be able to be compensated for the raise. Hence my comments on looking for other ways to 'add value.'


    Apr 26, 2012. 07:03 PM | Likes Like |Link to Comment
  • Dissecting Crowdfunding [View article]

    It's not clear how the SEC will interpret that yet, as far as I know. If you have more information on this, do share.

    Apr 26, 2012. 07:01 PM | Likes Like |Link to Comment
  • Phnom Penh Water Supply Authority-The Second Coming Of Manila Water?  [View instapost]

    Thanks for the article link back to!

    This was a very well-thought out piece, and when we are in Cambodia in a couple months we will be certain to check this out with boots on the ground!


    Mar 13, 2012. 11:36 PM | Likes Like |Link to Comment
  • Real Estate Mongolia: 20 Pre-IPO Questions With Christopher De Gruben [View instapost]
    Great information on R.E.M. John. Looking forward to meeting up with Chris in Mongolia in the next couple months. I also just posted an interview with him with a bit different spin on Feb. 7.
    Feb 6, 2012. 11:48 PM | 1 Like Like |Link to Comment
  • Myanmar: The Next Asian Tiger? [View instapost]
    Great Stuff John. We're headed to Myanmar as well this year, also Cambodia and Mongolia.

    Meanwhile we'll be monitoring the situation closely, it's fascinating how quickly things are changing there!

    Feb 2, 2012. 10:26 AM | 1 Like Like |Link to Comment
  • Beware The Coming Equity Famine.  [View instapost]
    "There also is a long cultural tradition of keeping your wealth tied up in gold and silver instead of paper assets."

    Who can blame them? 6,000 years of maintaining purchasing power while every other paper currency ever floated has returned to its intrinsic value... zero.

    This is a very important point. The "average" Asian/Indian investor utilizes gold as a core holding. Selling equities to this population is going to be a long slog.

    That being said, there are and will be tremendous opportunities for those in the financial services business. Places like Mongolia, for example.

    Despite the challenges, Asia is the only place to be over the next few decades if you're an investment pro!
    Jan 31, 2012. 11:16 AM | 2 Likes Like |Link to Comment