Whats Inside AEI

Contents 78

Issue 1 - May / June

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95

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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

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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

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