Category: Scott Baker

How to Invest in Frontier Markets

Investing in frontier markets is a challenge due to lack of liquidity and significant set-up times. One way to circumvent these problems is to Invest in other people’s expertise through a managed fund. We work hard to associate ourselves with smart individuals where we can reciprocate value. This not only

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Putting out the Fire – Part II

We’re re-joining the conversation we began in Putting out the Fire – Part I with Sébastien Marneur today. ——– Scott: Okay, so Eurofeu Asia will essentially, over time, evolve into something similar to a company selling printers, or razor blades. Those companies sell the printer or the razor for break-even

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Putting out the Fire – Part I

First, we’d like to wish everyone a very happy and healthy 2013! This is of course our first post, on the first day of the new year. Mark, Chris and I are very thankful that you read our weekly missives and we promise to keep bringing you ever more exciting

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Mongolia – Time to Jump Back In?

Ganzorig Ulziibayar is the President of Mandal Insurance and Chairman at Mandal Asset Management, an investment management company in Mongolia. He has been involved in the Mongolian capital markets for a decade and it shows when you speak with him. Street savvy with an in-depth understanding of how Mongolia works.

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A Revolution in Agriculture – Part II

Today we’re back with Nate Storey, PhD. Nate’s company Bright Agrotech is revolutionizing food production by creating innovative new ways to grow food “vertically”. Nate and his team are the real deal, so read on and learn a bit more about how you can add a bit of food security

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A Revolution in Agriculture – Part I

If you’ve been reading this blog for more than a week you know that the we like agriculture. The world has structural issues with the food supply which won’t disappear soon. The age of farmers is ticking ever-higher, with average ages in the United States, Great Britain and Canada approaching 60,

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Profiting in Paradise

While Mark and Chris are up to their necks in salt water and coconuts at the Fiji Meet-up, I wanted to discuss an interesting opportunity in Fijian tourism. No, I’m not going to babble on about gorgeous scenery and warm water whereby those who start a tourism company will bloat

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Burmese History – A Guide for the Future?

I wrote recently about the “crowd” high-tailing it out of Mongolia for Myanmar. They’ve gone to poke around and will likely leave the country with tales of beauty and opportunity, but not much else. Hot money (or in the case of Myanmar, hot money investors) will ruminate on how to

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