Mongolia Investors’ Confidence Report

A report on the long term recovery of Mongolia’s economy, catalyzed by the recent finalization of the Oyu Tolgoi Mining project, which is expected to contribute to 1/3 of the country’s GDP once in full production.  This report also mentions stocks in Mongolia that are in a bottoming out phase, including Mongolia Growth Group, Mongolian…

Trade Can Make Everyone Worse Off

Trade Can Make Everyone Worse Off/Governments are Stupid Professor Yoram Baumun’s comedic retake of the Principles of Economics appropriately translates “Trade can make everyone better off” to “Trade can make everyone worse off.” Moreover, he translates “Market are usually a good way to organize economic activity” to “Governments are Stupid”. Amid the onset of new…

Yet Another Reason To Invest in Vietnam and Pakistan

Vietnam and Pakistan’s automotive industries are both poised for substantial growth, and consequently present a flurry of investment opportunities.  Both countries have been positive outliers in Asia, due to superior stock market performance, higher economic growth, and also due to the relatively lower FX risks.  As both countries begin their transition to emerging markets, the…

Vietnam Sails Smoothly Through The Commodity Storm

While the gloom faced in commodity prices has created slowed economic growth throughout frontier and emerging markets, there is one global market in Asia in particular that has not been deterred: Vietnam. Low commodity prices have been gruesome for some companies, and on a much larger scale has led to a global economic slowdown for…

Pakistan Stands Strong During Emerging Market Uncertainty

China’s currency devaluation in August created an FX turmoil for a large number of countries in Asia, and with a potential Fed rate hike coming this December, it may be befitting to turn to overlooked areas in Asia to achieve a solid portfolio return. Despite the rapid growth of Pakistan’s economy and its stock exchange,…

Sri Lanka’s Healthcare Industry

The Rising Demand for Private Healthcare in Sri Lanka Investing in certain areas of Sri Lanka’s stock market is intriguing, despite issues the country is currently facing, namely its high level of debt and the slowdown in its exports.  I outlined a bull case for Sri Lanka in the insight Sri Lanka Is Intriguing: Initiating Coverage,…

Sri Lanka’s Tobacco Industry

My current investment themes for Sri Lanka primarily involve growth stocks in the FMCG and healthcare sectors, including some conglomerates, with a specific emphasis on companies that have consistently had strong market shares in their respective areas of operation (over 20% market share is ideal). Ceylon Tobacco Company(CTC), Sri Lanka’s 2nd largest company listed on its…