Home - Emerging Market Skeptic
Seraya Investment
Seraya Investment
Readings/content links include the Asia Foundation’s podcast with Scott MacMillan on his recent book which traces the evolution of the development organisation BRAC, Jens Nordvig’s brief history of dollar hatred, the World Gold Council on recent trends in central bank demand, Marcelo Lopez’s conversation with Jim Grant and Jeffrey Sonnenfeld, Steven Tian and Kyle Bass […]
When I was a student in college, I wanted to be a development economist. My initial inspiration came from learning about BRAC’s rural development programs in Bangladesh in the 1970s/80s and I went on to write my senior thesis investigating mission drift in microfinance institutions. Unfortunately, I wasn’t smart enough to do a PhD in […]
Interesting recent interview with Justin Reis, the co-founder and CEO of Watchbox, a fast-growing global platform for buying, selling, and trading pre-owned luxury watches. Justin was previously the co-founder of and partner at Presidio Capital, a private investment firm focused primarily on Asia. Some notes from the interview are below (as always, these are for […]
Home - Emerging Market Skeptic
Seraya Investment
Seraya Investment