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 [...]
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 [...]
October 30, 2012 By 2 Comments
Burmese History – A Guide for the Future?
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 [...]
