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Schumpeter_1

Schumpeter_1
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  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Off topic, Portek seals papua New Guinea deal:
    http://bit.ly/Y7g2TX
    Feb 12 03:17 PM | 2 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    EM Private Equity
    http://on.ft.com/VSKKRf
    (Although the link is more at home at the East & Sub-Saharan Africa Investing Blog)
    Feb 12 02:22 PM | 3 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    Olam branching out: fertilizer, consumer goods in Gabon, Nigeria
    http://on.ft.com/VSJCNC
    Feb 12 02:14 PM | 3 Likes Like |Link to Comment
  • Why Investing In Water Is Not A Sector Bet [View article]
    I know. But there is more in the world than the U.S.
    Hyflux is one of world's industry leaders (listed on the Pink Sheets).
    Ever tried of opening up a foreign account?
    Although I am European I got accounts in Canada,Mongolia, Thailand, etc.
    Feb 10 11:04 AM | 1 Like Like |Link to Comment
  • Sri Lanka's Investment Story Now [View article]
    I also feel kind a discomfort with the notion of "China's century", like Jim Rogers is doing = "move to China, learn Chinese" and so on. Although I am quite young (32 yr) I heard from retired brokers it was the same with Japan late 80s. They told me because I was also one of these China proclaimers.

    But still I believe in Frontier Markets, ...long term.
    Feb 10 06:40 AM | 4 Likes Like |Link to Comment
  • Sri Lanka's Investment Story Now [View article]
    I agree with you on what you are saying.

    I got more a kind of a personal problem. I am no. 1 fan of front running liquidity and hardly accesible assets, i.e. Frontier Markets or niche asset classes. But as a supporter of contrarian investing more and more the forbidden "D" word comes in my mind.Which would ruin everything I am so excited of.

    It reminds me also of what Marc Faber or jim Rogers was saying. He liked gold. But it discomforted him that it became public opinion.

    I am getting a bit scared of heights in the FM.
    Feb 10 06:31 AM | 3 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Another SA contributor to add ?
    Robert Roach => Nile Capital => http://bit.ly/14JlBhr

    An (old) october 2012 CNBC interview on Nile Capital :
    http://bit.ly/12B38oJ
    Feb 9 07:09 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Jon

    I sold completely 74 cent at before it went to 92,5 cent. So I got the same idea. Any idea what realistic price your resources had in mind ?
    Feb 9 06:45 AM | 1 Like Like |Link to Comment
  • The Railroad: Why Coal Doesn't Matter To This American Legend [View article]
    Greetings Brian McCormick,

    I like your article very much. Especially its angle, i.e. looking for substitutes in revenue and substitute competitors.

    One could extend the article overseas. For example, to agricultural commodities. ALL America Latina Logistica (AALQY.PK) seems to be favorite stock pick of mutual funds focussing upon agriculture.
    Also Canadian freight railways are quite popular, like wdjax0n said.
    Guess also agriculture.

    And there's also a hell lot going in Russia (companies listed at the London StockEexchange), which extend oil & LNG play mentioned.
    The topic as covered by the Financial Times

    The players:
    - LNG rail cars (Sistema group)
    http://on.ft.com/Z1g8Dg

    - OAO Russian Railways:
    http://on.ft.com/WXoqWI

    - Transcontainer:
    http://on.ft.com/Z1gbiD

    - Globaltrans:
    http://on.ft.com/WXoq9c

    - NefteTransService (IPO pending):
    http://on.ft.com/Z1gee4
    http://on.ft.com/WXoqWK

    The triggers:
    - WTO entry:
    http://on.ft.com/Z1g8Dq
    http://bit.ly/WXoq9g

    - M&A:
    http://on.ft.com/Z1g8Dt
    http://bloom.bg/12blrwb
    http://on.ft.com/VMjGsd
    Feb 9 04:28 AM | 3 Likes Like |Link to Comment
  • 11 Africa-Focused Mutual Funds And ETFs [View article]
    Ryan,

    Immediately after reading your article I was "in love" with the Wasatch Frontier Emerging Small Countries Fund, because of its exposure to Local Consumer markets and its unique way to (cheaply) play the very profitable LOCAL subsidiaries of large Food & Beverage MNC's. In addition to the access to almost accessible frontier markets (Laos, Cambodia).

    Not surprisingly the Fund was (in its 1st year) ranked by Morningstar as #1 out of 553 Diversified Emerging Markets funds based on total return for the 12 months ending January 31, 2013.
    http://bit.ly/ULKgBu

    So please cheer us up with more SA articles !
    Feb 8 04:49 PM | 3 Likes Like |Link to Comment
  • Why Investing In Water Is Not A Sector Bet [View article]
    Hyflux (another past favourite by Marc Faber like Thai Tap water):
    http://bloom.bg/Xf6ie0

    Pictet Water Fund:
    http://bloom.bg/14I81Lo
    http://bit.ly/Xf6kme
    Feb 8 03:21 PM | 1 Like Like |Link to Comment
  • Sri Lanka's Investment Story Now [View article]
    Hi Marketwinner

    Nice to meet you. Seems like I share many interests, passions and enthusiasm with you. (As Jon can testify.. )

    Though quite a few things continue to worry me.
    Foremost the fact that Frontier Markets (FM) seem to lose their status as "contrarian" play. Stock values have sky-rocketed (Nagacorp, Kolao, Bolore SA, Yoma, Super Group, Viz Brands, First REIT), M&A has intensified (Portek International, CFAO) and there is this ever increasing pile of mutual funds and thickening investor reports on FM created by financial institutions.
    I like to fly under the radar. Before being spotted by big banks and asset managers.

    I also do not like the worldwide "consensus" on inflation (= glut of liquidity driving Frontier Markets). Does not feel right to me, as a true contrarian.
    Likewise I do not like the notion of "China as an engine to global economy", which is heard everywhere and which MUST drive all FM growth-stories. It feels like there is a kind-a-like of Vietnam crisis for China in-the-make: an oversupply of real-estate, bad loans, etc.=> not very beneficial to FM.

    Hope I will meet you with other SA contributions made by Jon.
    Feb 8 02:48 PM | 6 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Ethiopia, the Frontier Mentality:
    http://econ.st/14HYvb0

    Funny enough, the listed companies that like to present Ethiopian operations are all based upon natural resources currently. Even Neha International. (It is known that Dutch rose growers are increasingly moving to Kenya & Ethiopia (or even Uganda):
    http://bit.ly/12zf3n8
    Feb 8 01:25 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    I like that adr.com tool. Thanks !
    Feb 8 10:50 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Big mistake:
    Super Group = Singapore listed
    Jan 26 12:12 PM | 2 Likes Like |Link to Comment
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