Sunday, October 23, 2016

I would never vote for the Clintons


I would never -- and I repeat never -- in my life vote for someone like Hillary Clinton or Bill Clinton. They are dishonest, have no morals whatsoever and there is so much smoke around them wherever they went, wherever they lived. When there is so much smoke, there must be also a big fire somewhere.

Monday, October 10, 2016

Infrastructure and Real Estate are attractive areas for investment in Asia


Well I suppose that everywhere in Asia, one of the themes will be infrastructure. Infrastructure has a lot of potential in India for port facilities, roads, bridges, tunnels, and then you need infrastructure for tourism and domestic airline passengers. So you need to build hotels, airports etc. So that is a sector in my view that is very attractive. Another attractive sector is real estate – secondary locations like weekend homes and so forth.

Sunday, October 2, 2016

Bangladesh, Laos, Cambodia among others have better growth potential than developed markets

Emerging economies have a better potential to grow in the long-run than the developed markets. Among specific countries, Vietnam, Laos, Cambodia, Thailand, northern Malaysia, Myanmar, India, Bangladesh, China, Nepal have a very low GDP to per capita. I have no doubt that in the next 10 - 20 years, the GDP per capita in Vietnam could be higher than, say, Thailand. So the growth is there in these regions

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