Viva Ecuador!
“Mark, you can’t get much more “frontier market” than Ecuador. It’s a value frontier market to boot! So said an email I received from my new friend, Hector Quintana, wherein he invited me to get my...
View ArticleThe Truth About Ecuador
Following on the heels of our last post, Viva Ecuador!, I wanted to address a few common and some not so common misconceptions about the country. A lot has been written about Ecuador, to be sure. It...
View ArticleLibya, 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...
View ArticleOn the Ground in Myanmar
Chris and I took a trip to Yangon a few months back. We wrote about it here and here. While in-country we met an intrepid American chap named Billy Selig. Billy runs an outfit called New Crossroads...
View ArticleCambodia’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...
View ArticleA Visit to the Libyan Stock Exchange
Our friend Kevin Virgil of Pathfinder Ventures recently discussed his trip to the Libyan Stock Exchange on his blog . I thought our readers would enjoy his observations of a true frontier market,...
View ArticleRisk and Reward in Frontier Markets
Chris and I are on the ground in Phnom Penh this week preparing for our Meet Up, which will have begun as you are reading this. We arrived a few days ago and have been getting the lay of the land with...
View ArticleVenture Capital in Cambodia?
By: Scott Baker 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...
View ArticleFostering Emerging Markets Entrepreneurship
By: Mark Wallace Recently a long-time reader of ours reached out to fill me in on what’s been going on in his life. Luke is in his late 20s. Like many he was just not satisfied with the day-to-day...
View Article3 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....
View ArticleA 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...
View ArticleThe 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...
View ArticleThe “Informal Economy”– Makeshift
Today’s post comes to us from our on-the-ground man in SE Asia, Scott. You may remember Scott, who is now an integral part of our team, from his post Why I Ditched California for Mongolia. Before Scott...
View ArticleHow 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....
View ArticleA Conversation with Harris Kupperman – Part 1
For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V)....
View ArticleA Conversation with Harris Kupperman – Part Deux
We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world...
View ArticleLibya, 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...
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