-This week’s edition of Asia Confidential highlights why South Korea is a stock market to watch. There is a current account surplus and an innovative population – but the part I’m focused on is the likely and eventual unification with the North, and all that brings with it.
-I feel this 2009 piece from George Friedman on Russia and Ukraine offers good insights into the current situation.
-As mentioned before, I am trying to build my own real estate firm, focusing on the markets and opportunities that I deem the most interesting and profitable. In a seller’s market, it is challenging to get stuff done. But, with each deal that we get close on, I’m learning something and continuing to build out my network.
