Medellin Capex

Mongolia – Finding its Feet Again

Frontier markets and volatility go together like bacon and eggs. Bursting with energy, chaotic and often smelly they lurch about like a young calf finding its legs. Mongolia could quite aptly be seen to be such a calf. Sometimes the calf lurches about and remains standing. Sometimes it falls over. Two years ago Mongolia fell […]

Yes, Colombia!

One of the reasons I spend a lot of time in New Zealand, whilst having grown up in South Africa, apart from the breathtaking beauty and unbelievable lifestyle, is that South Africa completely blows New Zealand away when it comes to crime (pun intended). Crime clogs the economic pipelines of South Africa like the fat […]

Mongolia – Is This Guy for Real?

Mongolia has a kind of raw seething grittiness to it. It is like a brand spanking new 8 liter V-10 engine with the chassis in place but the rest of the machine is a mishmash of bolted on parts, the seats come from an abandoned Lada, the interior is decorated with sun damaged vinyl from […]

Skyscrapers in Mongolia!

Mongolia is back! OK, maybe that’s pre-mature… Or is it? Long-time readers know that we are big fans of Mongolia. We held our very first investor Meet Up in Ulaanbaatar back in August of 2012. At that time the place was humming with foreign investors all hoping to strike it rich in the boom. Between […]

A Blueprint for Investing in Frontier Markets

Our friends at Pathfinder Capital have created an excellent report on frontier markets. These guys live and breath the frontier, putting boots on the ground where most of us wouldn’t care to visit. Both of the founders are ex-military guys who cut their teeth in places like Libya, Iraq and eastern Europe. Chris and I […]

2013 In the Rearview Mirror – Part II

Earlier this week Mark took us through the public calls we made for the first half of 2013. Today I’ll cover the last half of 2013. Let’s take a walk down memory lane. Before I do that however, I owe our readers an apology. As I was working on this summary, in my provisional data […]

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