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Frontier Market Investing Checklist

|Includes:VanEck Vectors Africa Index ETF (AFK), AND, ARGT, COLX, ECH, EGPT, EIDO, EPHE, EPU, EWM, FRN, GULF, GXG, IDX, IDXJ, IF, LATM, MAY, MES, PMNA, VNM

This list is provided for readers to use as a template for taking notes on potential investments in single country or regional Frontier Markets. Please feel free to copy and paste it into a document you can edit. If there is anything you would like to add, please say so in the comments below and I will add it in. Please do me the kindness of crediting me if you use it in a professional setting.

Frontier Market Investing Checklist (by Jon Springer)

Trust. If your gut says no, don't invest.

GDP growth.

Natural Resources.

Other Economic Drivers.

Stability.

Accounting.

Graft, corruption, and other words for doing business.

Actionable events.

Holdings. What are you investing in? What do you want to invest in?

Scale.

Geography.

Seasonality and cycles.

When? When is the right time to invest?

Coverage. Where are you going to get data from?

Triangulated truths.

Liquidity.

What's your angle?

Do you "get it"? You need to understand the narrative of why the country will succeed and what the obstacles are to invest in a wise and opportunistic way.

* end of checklist *

A complete list of my disclosures regarding Mongolia may be found at the Mongolia Weekly Update which also serves as my home page for Mongolia-related topics. I have no other germane disclosures in accounts I personally manage at this time. I have an account managed by a broker that is managed at his discretion and may trade linked ETFs and closed-end funds listed from time to time, however I have no input in that decision making process.

Stocks: AFK, AND, ARGT, COLX, ECH, EPU, EGPT, EIDO, EPHE, EWM, FRN, GULF, IDX, IDXJ, IF, GXG, LATM, MAY, MES, PMNA, VNM