In a world simply drowning in debt, the most egregious debt ever recorded in the worlds history in fact, we find ourselves with a unique situation where previously backward broken shell shocked countries such as Myanmar have one element of risk which we can eliminate from our risk profile when
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
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
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
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.
I wrote recently about the “crowd” high-tailing it out of Mongolia for Myanmar. They’ve gone to poke around and will likely leave the country with tales of beauty and opportunity, but not much else. Hot money (or in the case of Myanmar, hot money investors) will ruminate on how to
Myanmar!!! The crowd has disappeared from Mongolia like a fart in a windstorm. 2011 was “The year of Mongolia”, where asset prices skyrocketed and it was hip to have an operation on the ground. Now, many of those who made (or tried to make) their mark in Mongolia have flown
(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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