Amrit Singh Deo

Amrit Singh Deo
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  • REITs Ready To Rock In 2011?  [View instapost]
    Any view on EM-themed REITs? India, in particular.
    Jan 26, 2011. 01:05 PM | Likes Like |Link to Comment
  • Why Emerging Consumers Are the Holy Grail  [View article]
    Its going to take a lot more hard-reading than making EM or country-index investments to make money over the Herd.

    The Herd is chasing the same EM counters - and its no wonder why they're over-priced.

    The gems are beyond the indices, in the SMEs/PYMEs that are growing faster, are hungrier, and under the radar for most fund managers. No wonder EM PE inflows are up.

    If you want to strike gold, you got to dig deeper.
    Oct 31, 2010. 11:24 AM | Likes Like |Link to Comment
  • Is WiMax Toast?  [View article]
    hmmm.. doesn't seem to be stopping players from pushing WIMAX onto emerging markets as poor man's high-speed broadband
    Aug 10, 2010. 02:27 AM | Likes Like |Link to Comment