China – STUFF HAPPENS

India as a blueprint for Africa

Last week I listened to a 34 year old former banker talk about building a business in Africa. Zain Latif runs a private equity fund investing in sub-Saharan Africa called TLG. He is a smart American (he was a Vice President at Merrill Lynch at 23); polite and self assured and fascinated by his subject, […]

2012 could be more difficult than 2011

I have just come off the phone to an acquaintance of mine who lives in Beijing. He is Chinese, and older than me, old enough to have worked for Deng Xiaoping, China’s reforming Leader, during the 1980s. My acquaintance’s career has taken him around the world as a diplomat and an academic and a banker. […]

It’s not just India’s infrastructure that needs improving

On my (empty’ish) British Airways flight out to Mumbai, I read a worrying piece in the Financial Times (“Lack of aviation ties to emerging world expected to cost (UK) £14bn”). New research commissioned by BAA, the UK airport operator, has shown that Heathrow operates 22 daily flights to growth markets like China and India, less than Paris (25) […]