Tag: frontier markets

The Case for Frontier Farmland

The following content is provided courtesy of our colleague Scott.  As Scott is passionate about the case for investment in frontier agriculture – a point in which we share much common ground – we asked him to share some of his insight. [hr] Last week I had lunch with an

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One Night Stand or Long Term Plan?

Far from the maddening crowds, Mark and I sit here on the edge of a primitive rainforest, overlooking a coral reef thousands of miles from the nearest industrialized continent. Not a bad spot to ponder life, our investments, and of course our personal projects, one of which is the reason

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Venture Capital in Cambodia?

Frontier market venture capital and private equity is a unique niche. Therefore, when I first met Christophe Forsinetti, co-founder of DEVENCO, I knew I had to invite him to speak at our Cambodia Meet Up. His presentation was well received.   A little background… A relatively young Cambodian Frenchman, Christophe

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Cambodia’s Silk Trade – Opportunity Knocking…

Sometimes you get lucky and stumble upon great people and companies by accident. I sure did during my first weeks in Cambodia. Walking along the Riverside (the neighborhood I call home) I strolled into a silk garment shop to check out their local wares. The General Manager, Laurence Karatau and

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Viet Nam or Cambodia?

As I look out my broken and dusty bus window, wiping the dirty sweat from my brow I am enamored by the rice paddies and beautiful countryside. Suddenly we come to an abrupt stop and I’m relieved of my calm introspection. It’s time to enter “No Man’s land”, that bureaucratic

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Mongolia: Two Steps Forward, One Step Back?

Given our bullish stance on Mongolia, which seems to conflict with much coming out of the mainstream press these days, I figured it prudent to reach out to our on-the-ground contacts, mainly self-appointed news mogul “Mogi” Munkhdul Badral, whom some of you had the pleasure of meeting whilst in Mongolia

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Libya, Frontier Markets FX and “Streaming” Agriculture

We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The

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Seeking Safety in the Frontier

Historically, Emerging and Frontier markets may have been associated with instability, volatility and a lack of certainty. However, today many emerging economies are actually less volatile than developed ones, enjoy SUBSTANTIALLY lower levels of debt and far better fiscal accounts. In fact, although Zimbabwe recently announced it had only $217

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