Category: Frontier Markets

Finding Your Sneetch

Mark and I recently finished our Fiji Meet Up with a small group of totally awesome people. With the laughable US presidential election process taking place at exactly the same time, I have to say that our attendees spent their time far more productively than standing in a voting queue

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Profiting in Paradise

While Mark and Chris are up to their necks in salt water and coconuts at the Fiji Meet-up, I wanted to discuss an interesting opportunity in Fijian tourism. No, I’m not going to babble on about gorgeous scenery and warm water whereby those who start a tourism company will bloat

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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

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Shut up & Grow Some Balls!!

Over the weekend I was watching a movie with my kids…”How to Train a Dragon”. In the story, a tribe of Vikings live in a particularly inhospitable part of the world. They have some enemies…dragons in this case. Their homes are continuously destroyed and their cattle stolen by these fire-breathing

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This is Who Will Save The World!

Japan has just shocked the market with…you guessed it, a widening trade deficit. We spilled a fair bit of digital ink explaining why the Japanese Government fiscal situation is a moth in search of a flame. Our complimentary report which you can download, print and doodle on anytime you please…(really we’ll take

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