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Jon Springer's  Instablog

Jon Springer
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I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site: http://www.forbes.com/sites/jonspringer/ If it is easier, you can find my recent work sorted by country on this... More
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  • Author’s reply » For those interested, a reader e-mailed these Thailand related links:

     

    Hedge fund manager Doug Barnett interview http://bit.ly/VJqQae

     

    Hedge fund manager Doug Barnett powerpoint presentation at conference http://bit.ly/RxEl1t

     

    Value Investing in Thailand: The Test of Basic Screening Rules by Paiboon Sareewiwatthana
    http://bit.ly/VJqY9P
    16 Dec 2012, 09:59 AM Reply Like
  • Author’s reply » Trying to look at work of authors on this list periodically when time allows. Was reading Ulysses de la Torre's work this evening.

     

    Good work, like his blog off-site which provides many different perspectives, and particularly like this article as a recommended good first read of his work on Seeking Alpha:

     

    Not All 'Failed States' Are Failed Markets And Colombia Stands Above The Rest http://bit.ly/Ze9uKh
    17 Dec 2012, 07:48 PM Reply Like
  • http://bit.ly/YfZqz1 They cover about a dozen frontier markets. Mostly in SE Asia.
    18 Dec 2012, 08:04 AM Reply Like
  • Author’s reply » Yes they do. Daft of me not to include Leopard - I've been talking to them a lot at the last two conferences I went to. Thanks for catching that.
    18 Dec 2012, 08:21 AM Reply Like
  • Author’s reply » There's quite a few new entries above since the original posting

     

    - Caiman Valores who covers South America

     

    - Emerging Markets Watch who writes around Southeast Asia (Vietnam, Malaysia, Indonesia, etc)

     

    - Ethan Belding who has some very interesting instablogs on African geopolitics

     

    - Mutale Mubanga who is based in Zambia

     

    - Uncle Scrooge writing on some African companies
    23 Jan 2013, 12:01 PM Reply Like
  • Author’s reply » Added Ryan Hoover's Investing Africa site today above (as a site outside of Seeking Alpha), and subscribed.

     

    Have also added subscription for myself to Ulysses de la Torre's Diverging Markets. The data set he collects is different, and I really like how he puts things into a perspective.
    25 Jan 2013, 05:28 PM Reply Like
  • Jon, you may find my recent posts useful

     

    Kenya, Ivory Coast, Nigeria and Ghana: the African KINGs
    http://seekingalpha.co...

     

    A follow-up on the African KINGs
    http://seekingalpha.co...

     

    Trading liquidity in illiquid Sub Sahara Africa
    http://seekingalpha.co...
    27 Feb, 04:28 AM Reply Like
  • Author’s reply » Dear Belgrad,

     

    Thank you. Will add you to above list presently. I write mainly for Forbes website now. You may find my recent post about the Legatum Center at MIT interesting, as they are sending a lot entrepreneurs and projects to Africa; and today's startup is tomorrow's company.

     

    http://onforb.es/1eoLvhu
    27 Feb, 06:26 AM Reply Like
  • Author’s reply » P.S. Belgrad, I typically cover emerging and frontier markets for Forbes. I have found Mfonobong Nsehe does a good job covering Africa on Forbes

     

    His Forbes site:
    http://onforb.es/1eoMIp9

     

    His twitter account:
    @MfonobongNsehe

     

    If you're interested, my twitter account:
    @FrontierWriter
    27 Feb, 06:32 AM Reply Like
  • Author’s reply » And, I also sent you a message to your Seeking Alpha in-box.
    27 Feb, 06:45 AM Reply Like
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