Category: Interviews

Colliding Brain Cells with a Savvy Venezuelan (Part 2)

For those of you tuning back in and for those of you freshly reading this anew, we continue to travel into the mind, the history and background of a Venezuelan, that for privacy reasons we shall call Carlos (which according to a non-descript website during a quick Google, is widely viewed as Venezuela’s most popular boy’s name). Carlos is widely travelled, an early investor in Bitcoin and other alternative assets, and is an avid believer in individual sovereignty…. Read More

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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

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IPO’s, Liquidity, Bonds and Banking in Mongolia

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

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How to Invest in Frontier Markets

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

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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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Putting out the Fire – Part I

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

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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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