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Emerging Market

Markets become nervous about emerging markets while underlying businesses progress in 2012

by Ashik Shah on 31 July 2012

US Financials unloved and substanitally below instrinsic and liquidation values in 2011 and 2012

by Ashik Shah on 31 January 2012

Jacarandas, Big African Skies and Secular Growth at last in 2010

by Ashik Shah on 1 November 2010

Post-Crisis South East Asia – 2010

by Ashik Shah on 1 April 2010

Internet bubble, emerging market turmoil and greed in 1999

by Ashik Shah on 12 February 1999

  • .com Africa AIG ASEAN Bank of America Benjamin Graham Berkshire Hathaway Charlie Munger Circle of Competence Consumer Finance Contrarian diversification Emerging Market Fads Frontier Market fundamentals George Soros Index Insurance Internet bubble Julian Robertson Kenyan banks latticework life lessons Margin of Safety mental models Momentum Investing old economy Peter Lynch Private Equity Quanitative Easing Russia speculation tapering technology Timing TMT Tulipomania US Financials Valuation Value Investment Vietnam Volatility Warren Buffett Zimbabwe

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    • Buying at the right price essential in 2013 as ever
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    • Finding value as “market” valuations become overstretched in 2013
    • Short-term fear and uncertainty versus long term value in 2013

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