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Schumpeter_1

Schumpeter_1
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  • East & Sub-Saharan Africa Investing Blog [View instapost]
    A very interesting news source, CNBC Africa:
    http://bit.ly/1m4OjoW
    (didn't know it existed, only knew CNBC Asia)

    Easy to watch without cable, or satelite:
    http://bit.ly/1m4OjoZ

    Interesting....:
    http://bit.ly/1m4Ojp4

    http://bit.ly/1m4Ojp2

    http://bit.ly/1m4Oi4p
    Jun 27, 2014. 11:11 AM | 2 Likes Like |Link to Comment
  • Vietnam Poised To Grow: Finding The Best Investment Vehicle [View article]
    Off topic, but is USD 10.000 also the current minimum for the Asia Frontier Fund ?
    Jan 10, 2014. 05:39 AM | 2 Likes Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Jon

    Can I make a request as a Forbes reader ?
    Perhaps some following on the walkabouts of Gabriel Schulze ?
    Scion of the Newmont Mining family and frontier market investor:
    http://onforb.es/1jicsak

    http://onforb.es/1jicsas

    http://on.ft.com/1jicsav

    http://on.ft.com/1jicsay
    Dec 18, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    John,

    How about writing a SA article analyzing Bangkok Dust Medical Services (BDULF) ?
    It seems they are having 3 Cambodian hospitals, 1 Myanmar clinic and an exposure to Laos
    (while also benefiting from US, Australian, UAE and Russian medical tourism)

    BGH plans to add six more hospitals
    http://bit.ly/1cs4Peq

    BGH plans to open Myanmar hospital
    http://bit.ly/1cs4Pes

    http://bit.ly/1cs4N6v

    Hospital holdings as seen in annual report:
    http://bit.ly/18FnJ9x
    Oct 31, 2013. 06:39 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    More Myanmar exposure:

    Bangkok Dusit Medical Services (hospital group):
    http://bit.ly/HeNYgI

    Rocket Internet (24% owned by Kinnevik (=Wallenberg family):
    http://bit.ly/HeNYgK
    Oct 30, 2013. 06:20 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    More on playing Angola via non-energy related stocks:
    http://bloom.bg/1aEn7SV

    Millicom enters eastern DRC Kivu province:
    250,000 new customers in less than 3 months
    http://bit.ly/1aEn7SY
    Oct 22, 2013. 02:09 PM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Myanmar Country briefing: Myanmar proxies as noted by DBS Group:
    http://bit.ly/15VuTJW
    Oct 20, 2013. 06:39 PM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    First mover in Myanmar - Tan Chong Motor (TCM):
    http://bit.ly/16VGz2b
    Oct 11, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • From Russia With Love: Closed-End Funds [View article]
    @ Wexboy

    What do you think of the Prosperity Voskhod Fund ?
    Sep 24, 2013. 03:05 AM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Neither am I. Have the same feeling.
    Sep 11, 2013. 08:34 AM | Likes Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    I agree (as I sold months ago at 74c).
    I am also keeping an eye on WE Holdings (SGX-listed)

    With Myanmar Investments Int'l things are going as a I already expected: it just goes up, because people discover (a new) a new (Myanmar) play (+37,5%). My hands felt itchy, since I discovered it just before IPO and expected this behaviour.

    In MARKETING terms it could deliver the same results as Yoma:
    a diversified, non-commodity pure play on Myanmar. ( However, without a guy like Serge Pun) . Might benefit later on from this Marketing, as Yoma is now sold (even by the likes of Marc Faber in Barron's) as the only "pure Myanmar play".
    Sep 5, 2013. 05:36 AM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Inside the Asian Wings, ANA Deal:
    http://bit.ly/17yPh3v
    Sep 4, 2013. 05:34 AM | Likes Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Japanese airline group All Nippon Airways Co Ltd. or the ANA Group ( ALNPY.PK ALNPF.PK )acquires a 49 percent stake in the Myanmar-based airline Asian Wings Airways or AWA for $25 million or 2.5 billion yen.

    http://bit.ly/1dFxPib
    Sep 4, 2013. 04:07 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    More oil in the Somali region, Vanoil Energy:
    http://bloom.bg/16Yx2DW

    With our own trusted deepvalue investor, Firebird Capital:
    http://bit.ly/16Yx3rs
    Firebird also being heavily involved in North Korean oil.
    (First, via a joint venture vehicle teaming up with U.K. listed Aminex and now, subsequently via Mongolian listed HBOil)
    Aug 31, 2013. 08:08 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Meaning that of the original London and Rhodesian Mining and Land Company Ltd. (Lonrho), founded in 1909, only (notorious) Lonmin and Lonzim remain.

    Lonzim, nowadays called Cambria Africa, is a U.K. listed investment holding company. It is a perfect diversified, non-commodity play on resource rich Zimbabwe, whch currently has plans to expand to Zambia.

    http://bit.ly/14M3nOL
    http://bit.ly/14M3nON

    Strategy:
    http://bit.ly/14M3nOO
    http://bit.ly/1a886P2

    http://bloom.bg/14M3o52
    Aug 31, 2013. 04:25 AM | 1 Like Like |Link to Comment
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218 Comments
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