I wrote recently about the “crowd” high-tailing it out of Mongolia for Myanmar. They’ve gone to poke around and will likely leave the country with tales of beauty and opportunity, but not much else. Hot money (or in the case of Myanmar, hot money investors) will ruminate on how to invest, but will likely leave [...]
October 16, 2012 By 2 Comments
Myanmar – In the Mix
(China, Missionaries, Methamphetamine and the CIA) As is often the case when investing in Frontier markets it is important to get a grip on what has come before, the current reality and what to be scared s*#tless of. Mark and I spend a great deal of time attempting to figure out where we are likely [...]
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 [...]
June 20, 2012 By 1 Comment
Libya, Land of Opportunity?
With the Libyan civil war still fresh in most people’s minds, not the least of which being the Libyan people, the country remains “off the radar” of most frontier market investors. And for good reason… perhaps. Libya is not a place to tread lightly, and it’s frankly not a place Chris or I know very [...]
