Our friend Kevin Virgil of Pathfinder Ventures recently discussed his trip to the Libyan Stock Exchange on his blog . I thought our readers would enjoy his observations of a true frontier market, boots-on-the-ground and all. Those with some foresight and a good bit of guts, guys like Kevin, could stand to make a fortune [...]
April 4, 2013 By Leave a Comment
Something Wicked This Way Comes
For those that don’t know the origin of the title of this post, which I’m sure almost everyone has heard before, the phrase “something wicked this way comes” is originally from William Shakespeare’s play Macbeth. More appropriate for purposes of this post is its role as the title of a Ray Bradbury novel penned in [...]
March 28, 2013 By Leave a Comment
Viet Nam or Cambodia?
As I look out my broken and dusty bus window, wiping the dirty sweat from my brow I am enamored by the rice paddies and beautiful countryside. Suddenly we come to an abrupt stop and I’m relieved of my calm introspection. It’s time to enter “No Man’s land”, that bureaucratic “grey” area between borders where [...]
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. [...]
February 19, 2013 By Leave a Comment
How to Invest Tax Free Into Private Equity
We get a lot of questions from American readers who are looking at the best ways to minimize the taxes they pay on their investments, especially when it comes to esoteric investments like private equity. After all, no one except Warren Buffet wants to pay more than they have to! While we could argue the [...]
January 31, 2013 By 1 Comment
IPO’s, Liquidity, Bonds and Banking in Mongolia
Given our bullishness on Mongolia and our trusted relationship with Eric Zurrin from Rescap Securities, we wanted to reach out and get Eric’s current thoughts on the Mongolian equity market, liquidity, banking and upcoming deal flow. Pertinent to this post was something that happened after our interview with Eric. Mongolia’s central bank cut interest rates [...]
