(China, Missionaries, Methamphetamine and the CIA) As is often the case when investing in Frontier markets it is important to get a grip on what has come before, the current reality and what to be scared s*#tless of. Mark and I spend a great deal of time attempting to figure out where we are likely [...]
March 22, 2012 By 2 Comments
Please Daddy Can I Play Too?
Myanmar is moving swiftly ahead, opening the country up to foreign investment. Recent draft legislation reveals a new investment law enabling “foreign devils” to own 100% of a business. Foreigners will no longer require a local partner in order to set up a business in the country, and those same foreign devils may be granted a [...]
December 6, 2011 By 2 Comments
Nepal, Mongolia, Burma, Cambodia – Frontier Markets with Massive Investment Potential
Chris and I spend the majority of our time researching and investing in frontier markets. We make it a point to get to know the folks that are on the ground making capital allocation decisions in places like Nepal, Mongolia, Burma, Cambodia, Sri Lanka, Uruguay, West Africa and Fiji. Over the last couple years we’ve [...]
November 24, 2011 By 2 Comments
Investing in the World’s Longest-Running Civil War
Burma has been in an almost perpetual state of civil war since 1949. Human rights violations, brutal oppression against a mostly un-armed populace, child trafficking, and living conditions I would not subject a dog to (a central banker yes… a dog no) have been synonymous with Burma since its independence from Britain in 1948. These [...]
