Category: Emerging Markets

Japan – Like Zimbabwe?

I’m a big fan of buying bombed out sectors, but only where a catalyst to change the environment for the better is evident. Zimbabwe qualified a couple years ago, and still does. Japanese equities certainly qualify today as well. When I look at Japanese equities, the case can certainly be made

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Please Daddy Can I Play Too?

Myanmar is moving swiftly ahead, opening the country up to foreign investment. Recent draft legislation reveals a new investment law enabling “foreign devils” to own 100% of a business. Foreigners will no longer require a local partner in order to set up a business in the country, and those same foreign

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Avoid the Jelly Heads

Some weeks ago I had a conversation with Douglas Clayton. We discussed Cambodia – The New Emerging Market, and it’s inevitable transformation from sleepy backwater into economic up-and-comer. It’s got a long way to go, but that’s why the opportunity is so intriguing. In the course of the conversation we

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A Mongolian Mogul – Part III

Jamul Jadamba is an entrepreneur focused on creating wealth through adding value. He’s also a Mongolian national, which makes him uniquely qualified to address the opportunities and challenges his country faces. We’ve been speaking to him for the last 2 days, and this final discussion focuses a bit more on

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A Mongolian Mogul – Part II

We broke from our conversation with Jamul Jadamba yesterday getting ready to discuss China. Here’s part II… ——– Chris: You made a great couple of points yesterday regarding China. You can’t compare China to Mongolia at all. As investors, it’s not just the growth that’s important, but rather the “percentage

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A Mongolian Mogul

Jamul Jadamba is a Mongolian National with an intriguing and diverse background. He’s fast become one of the most valuable members of our on-the-ground network in the country, and he’s a man we are paying a LOT of attention to. You’ll see why over the next few days. Born in

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Frontier Markets Investing 101

I was recently asked the question, “What is a Frontier market?” So, today I thought I’d follow up on our recent post, Cambodia – The New Emerging Market..?, wherein we had a conversation with the CEO of Leopard Capital, Doug Clayton, and answer this question as best I can. Frontier

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