Silk Road Strategies

摘要

High plateaus, austere mountains, huge deserts. Mile upon mile of grassy, windswept steppes. Sparsely populated, nomadic and arid. You'd have to be a rugged traveler, and an even hardier investor, to be attracted to central Asia. John H. Doede, a 35-year investment industry veteran, finds it irresistible. Doede, who chairs the private equity AIG Silk Road Fund, spent an average of a week a month for four and a half years looking for "a neglected opportunity" in the politically and economically dicey part of the world stuck between Russia to the north, China to the east and Iran and Pakistan to the south.