Power of Capital – An Adventure Capitalist′s Journey to a Sustainable Future

Adventure Capital: An Introduction 1 What Is an Emerging Market? 2 Power of Capital 4 Technology: AI for Alpha and Impact 6 What Does the Future Hold? 8 1 What Is an Emerging Market?: China: The Opportunities and Risks Within the World's Second-Largest Economy 11 She Will Shake the World 13 Hot Stocks in the Heart of Capital 14 All Rules Are Off 17 Trade War or Tech War 19 Sino- Sustainability: How China Went Woke 22 The Next Center of the Universe 25 2 Gem on the Pacific Rim: Vietnam: From a War-Torn Past to a Sizzling Future 27 The Fall of Saigon 28 Dairy Queen: Innovation in the South Pacific 30 Turbulence 33 The Silver- Tongued Minister 36 Environmental and Social Risks at the Red River Delta 38 His Eyes Are Always Watching 41 3 Global Flows: Spotlight on Saudi Arabia: The Greatest Story That Nobody Knows 43 The Commodities Rut 46 Woman in a Strange Land 49 Opening the Doors 51 Crown's Jewel 55 Gleam of Success 58 4 Submerging Markets? Corruption and Autocracy: Romania's Unexpected Rise and the Role of Capital Markets 61 A Sinister Beauty 63 From Hard Communism to Hard Capitalism 66 Sustainable Markets 69 Financial Returns and Financial Inclusion 71 Biutiful Bucharest 73 Castle in the Sky? 75 5 Terrorism and Instability: When Markets Become Uninvestable: North Africa and the Middle East 77 Buying When There's Blood in the Streets 80 Capital as a Weapon of War 83 The Cost of Divestment 85 Investing in Change 87 The Long Road Out of the Ruins 88 6 Harnessing Domestic-Driven Demand: India's Unique Opportunity for Sustainable Growth 91 Microfinance: The Original Impact Investing 93 Responsible Investing Is Born 97 Clear Skies Behind the Smog 100 SDG Integration and the Role of Technology 103 Transforming Wonderland 106 7 Data Is the New Oil: Africa Needs (Venture Funding), China Feeds (Seed Capital) 109 East Africa's Silicon Savannah 110 Powered Up in South Africa 114 Africa Needs, China Feeds 118 Can Crypto Save Nigeria? 123 From Gray to Green: Data Is the Oil 126 8 Twenty-First-Century Investing: Transforming Economies and Livelihoods from Bogotá to Brasilia 129 Doing Good and Doing Well in Colombia 130 The Role of Business in Argentina's Society 135 From Destruction to Disruption in Brazil 139 Chile: Accelerating into the Future 143 Greenlighting Latin America 146 9 The Next Half: The Queens of Wall Street: The Largest Emerging Market Is Women 149 Vast Segment with Productive Capacity 150 Whispers of Opportunity 152 Untapped Potential 155 Structural Barriers 159 Why Now? 162 Queens of Wall Street 167 Conclusion 171 Fellow Travelers 173 Money Changes Everything 175 Reimagined Capitalism 177 Mint and Honey 178 Notes 181 Acknowledgments 195 About the Author 197 Index 199

ASHA MEHTA, CFA, is Founder and Chief Investment Officer of Global Delta Capital. Named a "Brilliant Quant" and Top 10 Women in Asset Management, she has managed and deployed some of the largest and most pioneering investment strategies in emerging markets and sustainable investing.