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 [...]
January 24, 2013 By Leave a Comment
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 gives us opportunities to put [...]
September 13, 2012 By Leave a Comment
I Have No Idea What I am Telling You…
As we were charging down the road to Nay Pyi Taw, Myanmar’s administrative capital in our imported luxury coach, wrapped curiously with Manchester United’s logo and team colors (odd…as foot ball is not a major sport in Myanmar), our very engaging host got on the crackly microphone to tell us a bit about Myanmar. He [...]
August 16, 2012 By 3 Comments
Don’t Write Off Cambodia…This Place is Remarkable!
With the Mongolian meet up now over, one of the countries we are going to hone in on is Cambodia. It’s a sleepy SE Asian “powerhouse-to-be” in our opinion. Unfortunately, the place gets a bad rep due to its past. Too many people hear Cambodia and think land mines and Khmer Rouge. Stereotypes are often [...]
March 6, 2012 By Leave a Comment
Avoid the Jelly Heads
Some weeks ago I had a conversation with Douglas Clayton. We discussed Cambodia – The New Emerging Market, and it’s inevitable transformation from sleepy backwater into economic up-and-comer. It’s got a long way to go, but that’s why the opportunity is so intriguing. In the course of the conversation we both commented on the fact [...]
January 24, 2012 By 3 Comments
Cambodia – New Land of Opportunity (Part 2)
When we left off with our friend Doug Clayton of Leopard Capital, we were discussing how Cambodia is The New Emerging Market. Doug commented that, “Cambodia has a very different approach to business than most of Asia. It forces prices down for consumers due to the free competition. The government also doesn’t intervene or distort [...]
