Blog Posts - Frontier Markets



Leopard Capital discusses Frontier Markets as a safe haven

Leopard Capital discusses Frontier Markets as a safe havenThis is a five minute segment, I can’t find a transcript of it anywhere, and since I have little faith in the permanence of this video’s availability, I thought I would take a few minutes...
by Diverging Markets on Oct 22, 2012

The WTF File: The Worst Investing in Africa Charts You’ve Ever Seen

The WTF File: The Worst Investing in Africa Charts You’ve Ever SeenI had such a high opinion of the Economist Intelligence Unit. And I still do, but ass-headed is the only way to describe these charts from their recent report, “Into Africa: Emerg...
by Diverging Markets on Oct 3, 2012

Street Markets 101: Ground Zero in Argentina

Street Markets 101: Ground Zero in ArgentinaI’m very excited to introduce the second installment of Street Markets 101 today (go here for the first installment), submitted by a guest writer in Argentina who for professional and security reasons is...
by Diverging Markets on Sep 26, 2012

Emerging Markets as the Gateway Drug for Frontier Markets Investing

Emerging Markets as the Gateway Drug for Frontier Markets InvestingA long time ago, in a galaxy far, far away, this is what Bloomberg television looked like: And honestly, I really miss it. It’s the straight dope, no bells, no whistles, no extra sw...
by Diverging Markets on Sep 20, 2012

What high net worth trends say about the future of frontier markets

What high net worth trends say about the future of frontier marketsThere’s a lot to contemplate in the recently released 2012 Wealth Report from Knight Frank and Citi Private Bank, particularly for anyone whose customer base lies in high net worth,...
by Diverging Markets on Aug 27, 2012

Chart of the day: Coup Risk in 2012

Chart of the day: Coup Risk in 2012This is from a blog I just stumbled on to and I’ve been staring it at for about 10 minutes now: The graph was conjured up at the beginning of this year. The short explanation here is that the x-axis … Co...
by Diverging Markets on Aug 22, 2012

Daily Headlines off and other activity to be slower until August 27

Daily Headlines off and other activity to be slower until August 27I’m on a project in a place where internet connectivity is unpredictable, so there will be no daily headlines and I’ll otherwise post what I can. Regular schedule to resume on Mon...
by Diverging Markets on Aug 17, 2012

10 things to watch in Myanmar’s Politics of Economic Reform

10 things to watch in Myanmar’s Politics of Economic ReformThe International Crisis Group’s recent report on Myanmar, “Myanmar: The Politics of Economic Reform”, provides more good overview material for those of you seriously considering ente...
by Diverging Markets on Aug 16, 2012

What Silk Road’s narcotics trading says about the FX market and capital controls

What Silk Road’s narcotics trading says about the FX market and capital controlsIf you haven’t heard of Silk Road, the anonymous eBay-style marketplace that has quickly become a hub for controlled substances, read up on it here, here or her...
by Diverging Markets on Aug 13, 2012

Mexico, the new Brazil, when it was the new China, before Africa and Switzerland showed up

Mexico, the new Brazil, when it was the new China, before Africa and Switzerland showed upAccording to the Financial Times, in perversion of all perversions, we’re now supposed to believe that Switzerland is the new China. Got that? “Switzerland...
by Diverging Markets on Aug 6, 2012

Guns, Germs, Steel, Markets

Guns, Germs, Steel, MarketsGiven what a complete exercise in brain cell annihilation U.S. politics becomes every four years, I’m trying my best to keep it out of this blog. But given my stated aim here of tracking which countries are advancing...
by Diverging Markets on Aug 3, 2012

Frontier Markets Due Diligence, Round Two

Frontier Markets Due Diligence, Round TwoWith all due respect to Wells Fargo, hearing they’re looking into Frontier Markets investing is sort of like hearing J.C. Penney and Marks & Spencer are looking into selling guayaberas and sarongs (unles...
by Diverging Markets on Jul 26, 2012

Firebird Management Co-founder Harvey Sawiken likes Estonia and Mongolia

Firebird Management Co-founder Harvey Sawiken likes Estonia and MongoliaUm, is frontier markets investing the new black? Firebird Management Co-founder Harvey Sawiken on Bloomberg TV:Diverging Markets - Global Economic Blind Spots...
by Diverging Markets on Jul 26, 2012

Linking mobile data speed with economic outlook, performance, growth

Linking mobile data speed with economic outlook, performance, growthThe mobile revolution is just getting started. That’s the big meta-takeaway to me from “Maximizing Mobile”, a World Bank report out today. There are many other headline-worthy...
by Diverging Markets on Jul 17, 2012

Frontier Markets Due Diligence, Investing in Myanmar Edition

Frontier Markets Due Diligence, Investing in Myanmar EditionLeopard Capital CEO Doug Clayton’s interview with CNBC’s Bernie Lo has my attention right now because it provides a good starting framework for thinking about due diligence approaches to...
by Diverging Markets on Jul 13, 2012

Risk Checklist: How to invest with a “G-Zero” strategy

Risk Checklist: How to invest with a “G-Zero” strategyHow do we quantify political risk? It’s a question that never seems to find a definite answer, but that doesn’t stop people from coming up with new frameworks for describing how politics i...
by Diverging Markets on Jul 11, 2012

A no-nonsense approach to Frontier Markets investing from Silk Invest

A no-nonsense approach to Frontier Markets investing from Silk InvestAt what point do bond yields become more a reflection of market crowding than actual risk of default? London-based Silk Invest last week released their latest white paper, “Th...
by Diverging Markets on Jul 3, 2012

Global Map of Wal-Mart’s Reach

Global Map of Wal-Mart’s ReachSourced from Global Post:Diverging Markets - Global Economic Blind Spots...
by Diverging Markets on Apr 26, 2012

What Freedom for Aung San Suu Kyi means for Myanmar’s Economy

What Freedom for Aung San Suu Kyi means for Myanmar’s EconomyAside from the significant steps forward for human rights and other political freedoms, Myanmar has lately drawn my attention for reasons closer to my universe: the government lifted...
by Diverging Markets on Apr 12, 2012

Qualifying the Risk of Investing in Argentina’s Economy

Qualifying the Risk of Investing in Argentina’s EconomyI’ve been receiving some correspondence lately from what are clearly supporters of Cristina Fernandez Kirchner in response to my Argentina comment a few weeks ago. While I wouldn’t quite c...
by Diverging Markets on Apr 2, 2012


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