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
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
Years ago I first came across something taken completely for granted in many Asian countries…namely the practice of keeping two sets of books. Mind you this variety of accounting occurs globally, with the vast majority of the world’s companies being family run affairs, the books for the business are easily
The other day I received an investment note from a long-time reader of ours, Mark Schumacher. Mark is the portfolio manager at ThinkGrowth in Massachussets. In general, Mark has looked at the relationship between ETF’s that track the price of commodities, and the tracking error and contango that almost inevitably occurs.
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
I received an early Christmas present last year. Yep, 2012 is now last year! Some time ago I had agreed to write a short chapter for a book recently published by Wiley. I had completely forgotten about it, but thankfully received some complimentary copies in the mail on Christmas eve.
We’re re-joining the conversation we began in Putting out the Fire – Part I with Sébastien Marneur today. ——– Scott: Okay, so Eurofeu Asia will essentially, over time, evolve into something similar to a company selling printers, or razor blades. Those companies sell the printer or the razor for break-even
First, we’d like to wish everyone a very happy and healthy 2013! This is of course our first post, on the first day of the new year. Mark, Chris and I are very thankful that you read our weekly missives and we promise to keep bringing you ever more exciting
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities.
Read Reviews About Us (Trust Pilot)
Reviews/testimonials on Trustpilot by current customers may not be representative of the experience of all others. Capitalist Exploits does not provide compensation for reviews/testimonials and is not involved with nor responsible for content posted.
Capex Internet Content LLC
Al Kazim Building 3
Hor al Anz East
Dubai
UAE