Is Cuba the new Cubism?
While some investors looking in on Cuba are getting ready to buy hotels, golf courses and government bonds, Talib Qayyum has been hunting in Havana for the next Picasso. Art here is fundamentally mispriced, he says.
Meanwhile Matthias Martinsson has been travelling the China-Pakistan Silk Road and stops off in Sri Lanka for perspective.
Frontera’s Managing Editor Gavin Serkin will interview both investors live on the Emerging Opportunities show on Share Radio. Catch his podcast from 8pm GMT here.