Since our Mongolia Meet Up Chris and I have been fast and furious. Over the last week we’ve published posts on both Laos and Cambodia, which we previously covered in-depth with our friend Doug Clayton from Leopard Capital. For those who may have missed his musings, Chris just returned from a road trip that took [...]
August 20, 2012 By Leave a Comment
What An Ancient Chinese Board Game Can Teach Us About Investing In Frontier Markets
August 6, 2012 By Leave a Comment
Context Versus Content…
It seems our last post on Mongolia touched a nerve with some of our friends and readers. Before addressing the reasons for that, let’s step back and look at our past views on Mongolia. In August of 2010 I wrote a post titled: “Mongolia – The New Asian Tiger“. Dozens of positive posts later, we [...]
July 12, 2012 By Leave a Comment
On The Ground In Mongolia
I’ve been in Mongolia for 12 days now. The road to get here has taken me through 10 countries in a little over 4 months. To say it’s been a whirlwind would be an understatement. Chile, Uruguay, the US, Fiji, Australia, Singapore, Thailand, Malaysia, China and finally…the land of Chinggis Khan. We’ve written about this [...]
June 29, 2012 By 3 Comments
Why Some Places Are Thriving While Others Are Blowing Up!
In December 2010 a jobless Tunisian graduate burnt himself to death. Having been forcibly prevented from the dangerous and criminal act of selling vegetables from a cart without the proper “license”, he took drastic action. The chain reaction which followed, now affectionately referred to as the “Arab Spring”, likely would not have happened in a [...]
June 26, 2012 By Leave a Comment
Why I Ditched California for Mongolia
A few months back Chris and I were fortunate enough to meet a young man named Scott. Scott was about to graduate from a well-known, east coast university with a degree in finance. He was as ambitious a young man as we’d ever met, and we knew immediately that we wanted to keep an eye [...]
June 19, 2012 By 1 Comment
The Risks of (Not) Investing in Frontier Markets – Central Asia
Today we’ll conclude our conversation about Central Asia with Clemente Cappello from Sturgeon Capital. Corporate governance, transparency and management are three things you need to focus on when doing your due diligence, but that’s just the beginning. ——– Chris: Corporate governance is always an issue in frontier markets. How do you deal with this? Clemente: [...]
