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Dr. Andy G

Dr. Andy G
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  • Is Chinese Re-Balancing Bullish? [View article]
    Isn't the infrastructure investment a reflection of the woeful state if much of the infrastructure? If that is the case, why does rebalancing have to occur along the timelines suggested? Won't the infrastructure investment simply drop as a result of it being brought into line with needed quality, rather than on a set timeline?
    Jan 18, 2013. 05:23 PM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Here's a great primer on Burma's new Foreign Investment Law 2012,
    Jan 10, 2013. 10:20 AM | 3 Likes Like |Link to Comment
  • Frontier Markets Investing 101 [View instapost]
    Investing in these frontier regions might be risky, but investing in the ones that have already possibly failed, like the US or EU, as you point out, is maybe more risky with less upside potential! What is your take on Burma?

    Here's something I wrote about the new investment law...
    Jan 10, 2013. 08:27 AM | 1 Like Like |Link to Comment
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