Alternative Investments

Investing in Asian value stocks

Investing in Asian value stocks

I had a discussion with Michael Fritzell of Asian Century Stocks, a Swede who has been living and investing in Asia for 15 years. He runs a Substack specializing in Asian value stocks (here). In most of Asia, investing directly in real estate is complicated for...

Investing in Uzbekistan in 2022 – a unique frontier market

Investing in Uzbekistan in 2022 – a unique frontier market

Back in 2019 I went on a trip to Uzbekistan to explore opportunities on-the-ground as the country's macro picture was so appealing. I went there hoping to buy real estate, but instead came back with a local brokerage account. There were companies on the local stock...

African Frontier Stock Markets 2022 Outlook

African Frontier Stock Markets 2022 Outlook

Just to make things clear upfront, as there are many South Africans on this mailing list, I am not at all bullish South Africa. However, I am bullish on some of the more dynamic African frontier stock markets south of the Sahara. I explained my rational in this...

A 98% crash in volume at the Belgrade Stock Exchange. Opportunity?

A 98% crash in volume at the Belgrade Stock Exchange. Opportunity?

I recently spent two weeks in Belgrade to look at investment opportunities as I like Serbia's long term trajectory. Obviously, I looked at real estate, and a written research report on the topic will get published in the weeks ahead. Writing down the thesis and my...

5 Reasons why I decided to invest in the Stock Market in Africa

5 Reasons why I decided to invest in the Stock Market in Africa

I recently decided to invest in the stock market in Africa. I worked and lived on the continent for 7 years, before becoming a full time investor, so I feel that I have a better-than-average understanding of the potential of investing on the continent. I'll start with...

Kenya Stock Market analysis with Fund Manager Tim Staermose

Kenya Stock Market analysis with Fund Manager Tim Staermose

Following my interview of the CEO of the Nairobi Securities Exchange, I decided to have a chat with Tim Staermose, the manager of the African Lions Fund. I wanted to get his take on a market that has crashed 65% over the past 5 years. Source:...

Has the Stock Market in Kenya bottomed?

Has the Stock Market in Kenya bottomed?

I spent a month in Kenya, and looked at various asset classes. Last week I published a video on cheap, Chinese built real estate at rock bottom prices, and this week I am looking at the stock market in Kenya.There are PE and VC funds as well, but liquidity is...

Investing in the Stock Market in Africa – with Tim Staermose

Investing in the Stock Market in Africa – with Tim Staermose

In a world where financial valuations have reached new heights, it is hard to find investments with sound fundamentals. Sometimes, you need to look a little farther afield. This is why investing in the stock market in Africa is an interesting option for more...

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