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… Read More
Frontier Markets
Starting Up in Myanmar
In a world simply drowning in debt, the most egregious debt ever recorded in the worlds history in fact, we find ourselves with a unique situation where previously backward broken shell shocked countries such as Myanmar have one element of risk which we can eliminate from our risk profile when assessing opportunities. Many of you… Read More
What Do Supertankers and Southeast Asia Have in Common?
My son just read me an interesting fact. Did you know that a typical oil tanker will take up to 3km and 45 minutes to complete a 180 degree turn at normal sea speed? He is busy reading me all the facts about the Titanic. He’s enthralled with it because there is a lot of… Read More
Killing Two Birds with One Stone: Capitalizing on Two Exciting Trends
Over the past few years Vietnam has suffered an economic downturn. In 2007/2008 the local economy started losing steam and eventually crashed. Fast forward 6 years, things seem to be shaping up again and foreign investors are increasingly returning to the country they once fled. This is also due to the fact that the Vietnamese economy… Read More
It’s Crazy What This Commodity is Being Sold For!
Internally we have a running joke here. We talk of the “Yeti” deal. Like the Yeti, everyone has heard about the deal but few have seen it, and the longer this persists the greater the doubt that the “Yeti” actually exists. The “Yeti deal” is a project that I began work on with a good… Read More
Iraq: A View from the Inside Out
Today I bring you insights from Kevin Virgil, an ex army ranger, and the founder and managing director of Frontera news an emerging markets news portal. Once again, Iraq is in the news. The Western media has interrupted its 24-hour Kardashian coverage to bring stories of fearsome insurgents who appeared from nowhere to launch a… Read More
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