Adam Rodman – Horizon

Published on
June 23rd, 2015
Topic
Asia, Investment Framework, Emerging markets
Duration
14 minutes
Asset class
Real Estate

Adam Rodman – Horizon

Featuring Adam Rodman

Published on: June 23rd, 2015 • Duration: 14 minutes • Asset Class: Real Estate • Topic: Asia, Investment Framework, Emerging markets

Adam Rodman, PM and Founder of Segra Capital Management, heads off the beaten path to look at a major growth opportunity in Pakistan, exploring the country's positive demographics, impending energy infrastructure reform, and the development of the China-Pakistan Economic Corridor.

Comments

  • IK
    Ian K.
    30 June 2015 @ 09:45
    Another 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.
  • MC
    Michael C.
    26 June 2015 @ 08:49
    Interesting 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!
  • WW
    Worth W. | Contributor
    25 June 2015 @ 13:22
    Pakistan/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.
  • JS
    John S.
    24 June 2015 @ 23:45
    Interesting 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
  • AA
    Ali A.
    24 June 2015 @ 19:38
    No currency talk?
  • GT
    Graham T.
    24 June 2015 @ 16:08
    Looks like the whole Sub-Continent;s time has come. Population growth +Infrastructure spending should overwhelm Politics, fingers crossed.
  • TJ
    Terry J.
    24 June 2015 @ 14:05
    Loved his thinking on the opportunity in Pakistan and the advice of follow the China money.
  • HB
    Heini B.
    24 June 2015 @ 10:11
    Great original thinking
  • CM
    Corentin M.
    23 June 2015 @ 19:34
    Was wondering about cement & refractory materials industry bullishness lately, got my answer from this savvy investor!
  • tW
    tgwtom W.
    23 June 2015 @ 15:13
    Follow the money. ...China's , that is.