Contents 78
Issue 1 - May / June
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95
36
19
52
6
In-Depth: Real Estate
78 82 85 88 91
After the Decoupling: John Stinson of Cushman & Wakefield Discusses the Magnitude of China’s Growth and Its Effects on Post-2009 Asian Real Estate Confidence Rising: Antonio Wu of Colliers International Asia Discusses Market Liquidity and Investment Opportunities in Asian Markets Preparing for the Great Rotation: Nick Axford of CBRE Global Research on the Challenges and Opportunities Presented by Asian Real Estate Markets Moving on Up: Western Africa’s growing demand for commmercial real estate
Meeting Africa’s Demand: An Interview with Jan van der Merwe and Eton Price, Fund Partners of Phatisa’s Pan African Housing Fund
94 97
Regional
Uncertain Spring: Dr. Hatem El Sayed of North Africa Co. for Real Estate Investment on Real Estate Opportunities Amid the Tumult in Egypt High Growth, Low Leverage: James R. Worms of Paladin Realty Explains Why LatAm Real Estate Markets Are So Attractive to Institutional Investors
100 104 107 110
There Are Many Brazils: Marcelo da Costa Santos of Cushman & Wakefield on Brazilian Real Estate Investments Expanding Horizons: Land Acquisition in Brazil by Foreign Investors Access to Capital: Colombia’s Real Obstacle to Growth Brazilian REIT Market in Review
06 10 19
Myanmar: Southeast Asia’s New Frontier
Localized Risks in Northern Africa
Return of the Rising Sun: Investors Once Again Turn to Japan
65
88
32
104
63 22 82 126
136 Sector
13 24 29 33 65 63 67 69
Brazil’s New Port Hopes to Raise US$27 Billion China’s Impact on Global Agriculture
Africa’s Food Markets: A Trillion-Dollar Opportunity Digging into Agricultural Investment Funds Under the Sun: Africa Ramps Up Use of Solar Power Investing in Ideas: The Enterprise Challenge Fund Renewable Supply for African Energy Demand Green Asia: Embracing Renewable Energy
Asset Class
16 22 36 42 44 52 55 58
Juggling a Pan Regional Private Equity Portfolio Australian Private Equity: Small but Solid
Petrobras: Between a Rock and a Hard Place Why Invest in Alternative Assets
Key Trends in Asian Hedge Funds
Retail Investors Seek Asian Exposure
Investing in Indian Equities: Interview with Dhawal Mehta, Reliance Asset Management Running an Indian Fund: Samir Arora, Fund Manager of Helios Capital Management
Cover
72
Present at the Revolution: Dr. Mark Mobius, the Foremost Expert on Emerging Market Equity Investments, Talks to AEI About the Industry’s Past, Present & Prospects
Renewable
Providing global players the advantage of local expertise. The best way to gain exposure and capitalize on emerging market gains is through alternative asset classes. An inside look at the investment environment within Asia, Africa and Latin America will give industry professionals a local advantage when looking to diversify their portfolio, mitigate risk and capitalize on growth.
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