Alternative Investments
Alternative investments for internationalization and diversification of your assets
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...
Investing in Asian value stocks
I had a discussion with Michael Fritzell of Asian Century Stocks, a Swede who has been living and investing...
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...
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...
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,...
The stock market with (very) high dividend yields nobody is talking about
Russian equities offer a unique value proposition. Ignore the Russia narrative on mainstream media. Russia...
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...
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,...
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...
Investing in the stock market in Uzbekistan – a high-growth frontier market
Last year, I wandered off to Uzbekistan for a month. Why? The macro case was just too compelling for me not...