Comments
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IKAnother fly could be Hindu fundamentalists. Businessmen in India seem to think Modi is content to thumb his nose at nations that wouldn't give him a visa. Little growth to be seen.
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MCInteresting presentation on the joy of investing in Pakistan. Undoubtedly lots of potential but I suspect it will be rocky road to get there. Have put PAK ETF on my watch list!
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WWPakistan/CPEC is really interesting IF you think China can pull off its OBOR vision w/o regional politics getting in the way. I'm not so sure, but it's a smart risk for a talented trader like Adam.
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JSInteresting presentation. I've spent time in northern Pakistan - beautiful country. An fly in the ointment could be the hothead Islamic fundamentalists. Maybe this explains the 12k special ops
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AANo currency talk?
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GTLooks like the whole Sub-Continent;s time has come. Population growth +Infrastructure spending should overwhelm Politics, fingers crossed.
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TJLoved his thinking on the opportunity in Pakistan and the advice of follow the China money.
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HBGreat original thinking
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CMWas wondering about cement & refractory materials industry bullishness lately, got my answer from this savvy investor!
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tWFollow the money. ...China's , that is.