One of the highlights of our recent Meet Up in Cambodia was the presentation from Matthew Rendall, Managing Partner of Sciaroni & Associates. It was a very enlightening hour, which we wish could have continued for far longer than that! The topic of doing business in any country can take up volumes, and it’s no [...]
April 23, 2013 By Leave a Comment
Risk and Reward in Frontier Markets
Chris and I are on the ground in Phnom Penh this week preparing for our Meet Up, which will have begun as you are reading this. We arrived a few days ago and have been getting the lay of the land with our partner Scott, who has been living in Phnom Penh for several months [...]
April 9, 2013 By 1 Comment
Cambodia’s Silk Trade – Opportunity Knocking…
Sometimes you get lucky and stumble upon great people and companies by accident. I sure did during my first weeks in Cambodia. Walking along the Riverside (the neighborhood I call home) I strolled into a silk garment shop to check out their local wares. The General Manager, Laurence Karatau and I immediately struck up a [...]
March 26, 2013 By 5 Comments
Mongolia: Two Steps Forward, One Step Back?
Given our bullish stance on Mongolia, which seems to conflict with much coming out of the mainstream press these days, I figured it prudent to reach out to our on-the-ground contacts, mainly self-appointed news mogul “Mogi” Munkhdul Badral, whom some of you had the pleasure of meeting whilst in Mongolia at our Meet Up last [...]
March 21, 2013 By 1 Comment
On the Ground in Myanmar
Chris and I took a trip to Yangon a few months back. We wrote about it here and here. While in-country we met an intrepid American chap named Billy Selig. Billy runs an outfit called New Crossroads Asia. We spent several hours discussing the country, Billy’s background and his plans for investing in the country. [...]
March 19, 2013 By Leave a Comment
Libya, Frontier Markets FX and “Streaming” Agriculture
We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The Real Story and Why Libya. [...]
