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...