Investment Themes to Mitigate Risk in Sri Lanka

Overview of Opportunities in Consumption Sri Lanka’s stock market provides a large number of opportunities for investors to gain access to domestic middle-class consumption.  In order to mitigate risks amid the economic uncertainties that are ahead, the following two themes are crucial: Growth is a better strategy for investing in Sri Lanka at the moment,…

Sri Lanka Travel Report

I had the pleasure of traveling to Sri Lanka during Vietnam’s Tet Holiday, to meet with two brokerages and a research institution to discuss Sri Lanka’s future economic outlook and opportunities that can be found in Sri Lanka’s stock market.  Overall, I see a lot of opportunities here for stocks in certain sectors, although my optimism…

Medisetter Interview: Insight On Opportunities In Asia’s Healthcare Industry

Introduction to Medisetter I had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia’s healthcare industry. Medisetter is an international online medical travel search and bookings platform offering a one-stop-shop medical travel booking and planning service. Prospective patients can search and compare hospitals and clinics across different…

CommStream Capital Limited Interview: Insight From Australia’s First Agricultural Streaming Company

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia’s first agricultural streaming company which partners with progressive farmers to provide capital solutions to fund productivity growth and innovation. With drastic shortages of capital in Australian farming, CommStream leverages its industry expertise and relationships to bring farmers an overdue, innovative…

The World Prays for the End of America’s Global Hegemony

America’s global hegemony was initially crafted in 1913, through the introduction of the income tax, the creation of the Federal Reserve, and the consequent rise of the military industrial complex.  Since then, America now operates 800 military bases in more than 70 countries, which has forcefully been subsidized through the taxation of the American population….

The Fortune at the Bottom of the Pyramid: Golden Opportunity for Frontier Asia

The concept of the “Fortune at the Bottom of the Pyramid” was introduced by CK Prahalad, and it describes business strategies used to profit from selling products to the poorest populations in the world.  This approach can also be applied to frontier market investing.  Frontier market investing often requires an asset-based approach (viewing opportunities presented…

Mongolia Displays New Buy Signals for Foreign Investors

Mongolia, which can be considered one of Asia’s most vulnerable frontier markets, has been through a flurry of ups and downs during the past five years.  Once praised as the world’s fastest growing economy, economic growth has recently approached recession levels amid the commodity bear market, China’s economic slowdown, and the rapid drop in FDI experienced from…

Sri Lanka is Intriguing: Areas to Consider for Value Investing

Opportunity Overview The stock market discount and comparatively stronger trends of growth present in frontier Asia is intriguing, and a buy frontier, sell emerging approach is one of the most clear cut ways to prosper when investing in Asia. These trends, coupled with noteworthy political improvements, can be combined to create a strong value investing…

The Dow Jones is a Catalyst for Misplaced Optimism

The Curious Recovery of the Dow Jones After delivering stellar gains after America’s economic recovery in 2008, the Dow Jones Industrial Average has stalled, with a 1 year decline of 0.19%.   A further examination of the components of the Dow Jones, and most importantly how stronger performing components have replaced some of the sub par…

The Curious Case of Iran’s Stock Market

Overview The recent removal of sanctions against Iran will prove to serve as a major economic catalyst for Iran, and investors should begin to start noting the opportunities of Iran’s stock market and economy.  Iran is by no means a small contributor to the global economy, and apart from the country’s ability to thrive amid…

Vietnam as a Global Financial Safe Haven

Investing Can Partially Replace Banking Investing may no longer be exclusively for the most affluent population and investment bankers, but rather for individuals wishing to revolt against FX losses, and even negative interest rates that are present when utilizing the services of banks in some countries.  At its current state, the banking system in many ways…