Category: Frontier Markets

A Case for Frontier Markets

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.

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Putting out the Fire – Part II

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

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Yak & Yen, Yin & Yang

Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong

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Mongolia – Time to Jump Back In?

Ganzorig Ulziibayar is the President of Mandal Insurance and Chairman at Mandal Asset Management, an investment management company in Mongolia. He has been involved in the Mongolian capital markets for a decade and it shows when you speak with him. Street savvy with an in-depth understanding of how Mongolia works.

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Heads up Cowboys!

Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered

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