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  • 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, 2013. 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 =>

    An (old) october 2012 CNBC interview on Nile Capital :
    Feb 9, 2013. 07:09 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]

    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, 2013. 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)

    - OAO Russian Railways:

    - Transcontainer:

    - Globaltrans:

    - NefteTransService (IPO pending):

    The triggers:
    - WTO entry:

    - M&A:
    Feb 9, 2013. 04:28 AM | 3 Likes Like |Link to Comment
  • 11 Africa-Focused Mutual Funds And ETFs [View article]

    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.

    So please cheer us up with more SA articles !
    Feb 8, 2013. 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):

    Pictet Water Fund:
    Feb 8, 2013. 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, 2013. 02:48 PM | 6 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Ethiopia, the Frontier Mentality:

    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):
    Feb 8, 2013. 01:25 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    I like that tool. Thanks !
    Feb 8, 2013. 10:50 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Big mistake:
    Super Group = Singapore listed
    Jan 26, 2013. 12:12 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    It's a shame I cannot copy and paste images or word tables right here. Had been checking Myanmar's favorite/ most valued brands 2011:

    1. Laser= toothpaste, soap => privately owned

    2. Super = instant coffee => Super Group, Thai listed

    3. Godzilla= Mosquito Coil => privately owned Diesel King Co

    4. Yum Yum, instant noodles => Wan Thai Food, (Thai privately ?)

    5. Berman = ?

    6. Family Care = soup or musquito coils ?

    7. E-Lan= soap, shampoo, detergent => privately

    8. Jumbo= musquito coils and household insecticides=> Malaysian listed Texchem Resources Bhd

    9. Alpine= purified drinking water=> Myanmar privately owned

    10. Calsome= cereal mix => Singapore listed Viz Branz
    (comparison Nestle, Super and Viz Branz instant coffee)

    Page 17, below
    Jan 26, 2013. 07:45 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Recommended (!) news source:

    Provides very valuable insights on company entrance in Myanmar. Mostly Singapore, Thai, Korean and Japanese listed companies entering Myanmar, i.e. news often neglected by non-Asian financial media. Read that Marc Faber's favorite Bangkok Dusit Medical Services was also entering.

    ( it's not to difficult to open up (Asian) broker accounts covering Thai and Singapore markets to benefit from early mover advantage)
    Jan 26, 2013. 05:05 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]

    It would be great if you would check out/ interview the UMFCCI in Myanmar:

    Not joining the Leopard Capital South East Asia trip end of May ?
    I know they will visit Cambodia, but I wouldn't be surprised their second country to visit during this mission would be Myanmar.

    By the way, already heard that Wilmar and Cargill are entering Myanmar?
    Jan 26, 2013. 03:40 AM | 2 Likes Like |Link to Comment
  • Frontier And Emerging Market ETFs, ETNs And Closed-End Funds [View instapost]
    Perhaps non-US closed-end funds focused upon Africa?

    Renaissance Sub-Saharan Fund:

    Renaissance Pan-African Fund:
    Jan 25, 2013. 12:57 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Jan 25, 2013. 12:47 PM | 3 Likes Like |Link to Comment