by InDev Capital | Aug 2, 2019 | Global Deep Value Investor Section, Investment Strategies, Political Economy, Political Economy, Uncategorised, Uniquely Brazil
There is a famous saying that Brazil is not for amateurs. As an American who has lived in Brazil for nearly 10 years, I can vouch that this statement is fully accurate. When people ask me for my opinion on various subject matters concerning Brazil, I often...
by InDev Capital | Feb 20, 2018 | Emerging Market Asset Manager, Finding Large Scale Investors, place 4, Uncategorised
Perfect is the Enemy of Good My two-year-old daughter is a budding perfectionist. As my wife drinks coffee every morning, my daughter tries to copy the act by having a cup of milk in a coffee cup. We have a coffee cup that has a slight chip on one side. My...
by InDev Capital | Jan 17, 2018 | Emerging Market Asset Manager, Finding Large Scale Investors, Uncategorised
All cultures have their nuances and norms. In particular, the method of negotiation is often “in the blood” of a society. I remember about 15 years ago I was in India for a close college friend’s wedding. One person, call her Amina, was born in Pakistan and lived...
by InDev Capital | Dec 15, 2017 | Emerging Market Asset Manager, Finding Large Scale Investors, place 4, Timing the Cycle, Uncategorised
Unless you live in a cave, which is highly unlikely if you are a reader of this newsletter, it is obvious for most Asset Managers that the environment in Brazil has improved significantly. Retail stores are no longer closing en masse, closed stores are opening as new...
by InDev Capital | Aug 11, 2017 | Emerging Market Asset Manager, Global Deep Value Investor Section, Political Economy, Political Economy
Free Enterprise in Emerging Markets, a Philosophical Discussion Among Friends. A Happy Landing We begin our journey today 30,000 feet above the Atlantic Ocean. In 2013, I was on a flight from São Paulo to NYC. At 30,000 feet up in the air, the airplane had passed...
by InDev Capital | Mar 27, 2017 | Emerging Market Asset Manager, Top 10 Lists, Uncategorised
Where is the Beef? Where is the Money? (please click in the image to see the full video) The Top Ten Reasons Emerging Market Real Estate Asset Managers Cannot Access Large-Scale Global Capital InDev Capital provides large-scale global investors with turnkey (ready to...
