Adam Rodman – Horizon

Featuring Adam Rodman

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.

Published on
23 June, 2015
Topic
Asia, Emerging markets, Investment Framework
Duration
14 minutes
Asset class
Real Estate
Rating
15

Comments

  • IK

    Ian K.

    30 6 2015 09:45

    0       1

    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 6 2015 08:49

    1       0

    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.

    25 6 2015 13:22

    5       0

    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 6 2015 23:45

    3       0

    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 6 2015 19:38

    2       0

    No currency talk?

  • GT

    Graham T.

    24 6 2015 16:08

    4       0

    Looks like the whole Sub-Continent;s time has come. Population growth +Infrastructure spending should overwhelm Politics, fingers crossed.

  • TJ

    Terry J.

    24 6 2015 14:05

    5       0

    Loved his thinking on the opportunity in Pakistan and the advice of follow the China money.

  • HB

    Heini B.

    24 6 2015 10:11

    4       0

    Great original thinking

  • CM

    Corentin M.

    23 6 2015 19:34

    3       0

    Was wondering about cement & refractory materials industry bullishness lately, got my answer from this savvy investor!

  • tW

    tgwtom W.

    23 6 2015 15:13

    11       0

    Follow the money. ...China's , that is.