I studied political philosophy in college at the London School of Economics. I have experience in trust banking. I have been published in the UB Post, Forbes Asia, and on Seeking Alpha. Frontier and emerging markets research and writing is my work. Sri Lanka and Mongolia are the primary focus of... More
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Frontier Markets Authors 6 comments
I mainly write about frontier markets. You should definitely read other sources and make informed decisions for yourself before investing in these markets. Here are some other authors on and off Seeking Alpha.
On Seeking Alpha (authors)
AdventuresInCapitalism (see "Off Seeking Alpha" where Harris Kupperman publishes more)
Alan Young (occasionally writes, often comments wisely, about these markets)
Black Gold (covers energy, usually in emerging/frontier markets)
Bob Johnson (globetrotter, particularly knowledgeable on Philippines & mining)
Caiman Valores (based in Colombia; South America and globetrotting views)
Capitalist Exploits (see "Off Seeking Alpha" where they publish more)
Chip Krakoff (globetrotter)
Devon Shire (covers energy, sometimes drifts into emerging/frontier markets)
Emerging Markets Watch (Southeast Asia)
Ethan Belding (Africa in context from an adjunct instructor of Sociology who has interests in World Regional Geography and Cultural Anthropology)
Evaluate Energy (covers energy, sometimes drifts into emerging/frontier markets (Namibia article))
Frank Holmes (globetrotting precious metals man)
Free Cash Flow 50 (globetrotter)
Futures Asia (Vietnam & Asia)
Irfan Chaudhry (Egypt, Middle East)
Jan Schalkwijk (Africa)
John Polomny (former newsletter author with a wealth of experience)
Jon Springer (here's a library to find my blogs and articles)
Joseph Harned (hoping he'll write more, insightful commenter)
Kenyan Investor (globetrotter)
KRV (India; not exactly a frontier, but important to frontiers, and under-covered on SA (as, for example, compared to China))
Mutale Mubanga (Africa; based in Zambia)
Nicholas Pardini (globetrotter)
Peter Pham (Vietnam & Global Investing)
Ryan Hoover (Africa)
Ulysses de la Torre (globetrotter; has newsletter off site below)
Uncle Scrooge (globetrotter, Bollore, Mozambique, etc)
Wexboy (globetrotter)
Some commenters of note on Seeking Alpha (following their comments often leads me to good articles I missed, and good data)
Schumpeter_1
Valley Boy
Note On Following Seeking Alpha Authors
Readers can get an e-mail once per day that lists all newly published articles of all the authors they follow in a single e-mail. If you are interested in getting these updates, here is how you do it.
- a - Click "Alerts" along the top menu tab (just left of the green Pro tab)
- b - Scroll all the way down, and check the box for "author alerts" (2nd box from the bottom)
- c - Then you'll be notified by Seeking Alpha once per day of new articles by all authors you follow (in a single e-mail)
If you have trouble with this, e-mail support@seekingalpha.com.
Off Seeking Alpha
Adventures In Capitalism (Harris Kupperman) (free)
Same site's Leather Apron Club, a weekly letter of interesting data. (free)
Agora Financial's Chris Mayer (pay-wall)
Capitalist Exploits (Chris Tell & Mark Wallace) (free with pay-wall for premium service)
Diverging Markets (Ulysses de la Torre) (free)
Emerging Frontiers Blog (Leopard Capital) (free)
Emerging Markets Insider (Nicholas Pardini) (free)
Emerging Markets Outlook (Chip Krakoff) (free)
Investing Africa (Ryan Hoover) (free)
Sovereign Man (Simon Black) (free with pay-wall for premium service)
List Of All Frontier & Emerging Market ETFs, ETNs & Closed-End Funds (that I know of)
Here
Directory Of Everything By Me
Here
Got a recommendation? Let me know below.
Last updated 23 January 2013
Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.
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This post has 6 comments:
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
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
- 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
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.
Latest Followers
StockTalks
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$TRQ $SGQRF.PK story on SA 1st http://seekingalpha.com/a/ofnt Picked up by the Associated Press 2 days later http://apne.ws/VrhiS6 #WeWork4u
Feb 1, 2013
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$TRQ press release. OT has produced 1st copper-gold concentrate; commercial production at OT w/i 3 to 5 months. http://tinyurl.com/af4dyfh
Jan 31, 2013
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$TRQ $SGQRF.PK problems? http://bit.ly/119ZAtg & Mongolia troubles w/ China http://reut.rs/Wcj7Go & losing best exec http://bloom.bg/WyhGyn
Jan 29, 2013
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