📈 Invest in Economically Complex Emerging Markets
Economic complexity correlates highly to relative GDPs of nations, and the spending power of its participants. More complex economies, even
top of page
EMERGING MARKETS BUSINESS
NEWS | NEWSLETTER | GLOBAL INSIGHTS
Subscribe
SECTOR:
REGION:
Aug 11, 2023
Crowdfunding of Emerging Market Real Estate
An introduction to the crowdfunding of real estate transactions as applied to emerging markets.
Aug 4, 2023
Was the Shopping Mall Experiment a Success?
The shopping mall concept has been wildly successful if measured by business metrics, however the "grandfather" of malls was deeply troubled
Jul 28, 2023
Victor Gruen: the “Grandfather” of Malls
Malcom Gladwell, author of the Tipping Point, suggested that “Victor Gruen may well have been the most influential architect of the 20th
Jul 20, 2023
A Brief History of the Shopping Mall
A brief history of the shopping mall, up to 1956, when the first modern era enclosed mall was opened to the public in Minnesota.
Jul 14, 2023
The Time Has Come for Mexico's Interoceanic Corridor
Mexico's ambitious project to provide a faster and cheaper alternative to the Panama Canal will require $50 billion of investment capital tr
Jun 30, 2023
Drivers of the Decline of America's Brand of E-Commerce
Increased complications and costs associated with same- and next-day deliveries, and swift and no-questions-asked returns, are causing custo
Jun 24, 2023
Retail Developers, "Are you a Man or a Mouse"?
America’s version of e-commerce degrades the environment, guts local tax bases, reduces gender employment equity, and unfairly squeezes out
Jun 17, 2023
Pension Fund Contribution Rate Volatility
The growing interest in private equity by America’s pension funds is generally attributed to higher returns and diversification.
Jun 13, 2023
Mexico's Own $50 Billion Panama Canal
Mexico's Interoceanic Corridor ambitions could be a boon for the south of Mexico, the country's economy, and deepening ties with America.
Jun 10, 2023
The Next Wave of Private Capital into LATAM and Africa
Private Equity has historically been the primary structure utilized by international institutional investors for em inveting.
Jun 8, 2023
Private Equity Real Estate Fund Manager Performance Over Time
A summary of an academic research piece which found that real estate funds performed poorly, particularly as the managers raised more funds.
Jun 3, 2023
Shortcomings of Using Private Equity for Real Estate Investing
Returns for private equity, net of fees, do not generally outperform the overall equity markets, as measured by indices such as the S&P...
Jun 1, 2023
Mexican Multifamily: An Opportunity for American Institutional Investors?
The time does not seem ripe for institutional investors in America to enter the multifamily space in Mexico.
May 27, 2023
Emergence of Private Equity Real Estate Funds
Private equity real estate funds arrived late to the party in 1988. The asset class was birthed in an environment which parallels today.
May 25, 2023
Troubling Trend of LATAM Retailers Owning Malls
Latin America contains an unusually large number of dominate retailers who also hold significant retail real estate holdings.
May 20, 2023
History of Private Equity
In a relatively short period of time the private equity asset class has ballooned to $13 trillion of AUM and is predicted to nearly...
May 15, 2023
Lithium Can Play a Role in Integrating the Americas
Latin America possesses 65% of the known lithium reserves and is flexing its muscles as of late given the 11-fold increase in lithium prices
May 13, 2023
The Remote Work Ship is Sinking
The notion that the remote work ship has already sailed is not supported by the evidence. View it as a fad, not a trend.
May 11, 2023
Bumps in the Road for Colombia’s REIT Industry
Colombia's REIT industry is the third largest in Latin America. Some of the challenges facing the industry are discussed.
bottom of page