Untapped Asset 3:
Underserved Emerging Market that Could Become the Next Singapore or Israel
Findings:
In 2025, geopolitics is undergoing a paradigm shift, with both Chinese and U.S. leaders acknowledging its significance. Following Trump’s inauguration, we have witnessed a rapid policy shift toward a right-wing, libertarian, populist, and free-market approach.
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As deglobalization becomes an undeniable global challenge, it also creates new opportunities. Many previously overlooked countries now stand to benefit from these shifting dynamics, potentially reshaping the global economic order.
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Investment Criteria:
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Indentify the so called "sunset" country in the past that will have a "sunrise" moment in the future.
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Identify industries that can be capitalized.
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Identify Canadian strength in collaboration with the industries at that region.
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Current perspective sectors: bank, real estate, mining, logistics (maritime), fintech, e-commerce and other consumer-based opportunities.​
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We don't currently have a preferred range of fund size in collboaration but prefer to collborate with local partners using a staircased investment approach: starting from a small fund as equity and slowly expand fund size and investment scope if we generate real returns for ourselves and our investors.
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Detailed study on countries and sectors we are interested in will be posted in blog and insights section to those who are interested in futher exploration into this assets class.​