Given our bullish stance on Mongolia, which seems to conflict with much coming out of the mainstream press these days, I figured it prudent to reach out to our on-the-ground contacts, mainly self-appointed news mogul “Mogi” Munkhdul Badral, whom some of you had the pleasure of meeting whilst in Mongolia at our Meet Up last [...]
March 19, 2013 By Leave a Comment
Libya, Frontier Markets FX and “Streaming” Agriculture
We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The Real Story and Why Libya. [...]
March 7, 2013 By 4 Comments
The Truth About Ecuador
Following on the heels of our last post, Viva Ecuador!, I wanted to address a few common and some not so common misconceptions about the country. A lot has been written about Ecuador, to be sure. It seems to be a favourite among the expat focused lifestyle and PT publications, which all claim to be [...]
February 21, 2013 By 1 Comment
A Conversation with Harris Kupperman – Part 1
For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V). Someone crazy enough (we are very grateful) to move from sunny Florida to Ulanbaatar in order to take advantage of the growth there. Harris [...]
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 [...]
January 15, 2013 By 1 Comment
Thoughts From the Frontlines on Asia’s Next Tiger
Mongolia is growing rapidly, but the media continues to downplay the country’s economic expansion. After spending 5-months on the ground, the opportunities seem even greater now to invest in the world’s most exciting growth story. Yes, we are beating this (Mongolia) to death once again. However, when we believe in a trade we go for [...]
