Tag: Mongolia

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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Mongolia – It’s a Wrap!

Well, that was exciting! Mark and I just spent an amazing month on the ground, networking and digging in with some of Mongolia’s best and brightest. A few days ago we concluded our first Frontier Markets Meet Up in Ulanbaataar, the capital city. To say that it was a success

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Predatory Capitalism and Market Perception

Mark and I are heading into our second week on the ground here in Mongolia, enjoying the beautiful summer weather. In the last few days we’ve met with a young American who recently launched a forex operation, travelled out to the countryside to do preliminary due diligence on a small

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The Risks of (Not) Investing in Frontier Markets – Central Asia

Today we’ll conclude our conversation about Central Asia with Clemente Cappello from Sturgeon Capital. Corporate governance, transparency and management are three things you need to focus on when doing your due diligence, but that’s just the beginning. ——– Chris: Corporate governance is always an issue in frontier markets. How do

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A Beginner’s Guide to the “Stans”

This is part two of our discussion with Clemente Cappello from Sturgeon Capital… We’re discussing Central Asia. Yesterday Clemente shared the 3 Things you Need to Know About Central Asian Frontier Markets with us. Today we’ll talk more about banking, business and liquidity flows in Frontier Markets, like Kazakhstan. ——–

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3 Things you Need to Know About Central Asian Frontier Markets

Some time back I had the fortune of meeting with some interesting guys who are involved in Central Asia. Like some of you, I have read the stories of stupendous, life-changing growth and opportunities. I’ve even met a good number of investors who have placed what amounted to a grubstake

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Pushing Against the Mainstream

I was a rebel while in school. I wasn’t the ill-mannered brute beating up smaller kids, and I wasn’t the obnoxious snot-nosed brat who swore at teachers because Daddy and Mommy hadn’t taught any manners, I was simply the type who challenged authority. Of course my tantrums made no logical sense, and I had

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