My friend Chris Mayer continued his journey through Myanmar. If you missed Part I, click here. If you want to visit the Capital & Crisis website, please click here.   “This is a market of 65 million people where everyone is basically at the starting line. There is no other market like this.” — Masaki Takahara, managing director of Jetro (a Japanese trade organization), on Myanmar   Read More

For the better part of a year, I have been trying to find some free time to go and visit Myanmar. My good friend Chris Mayer seems to have beat me to it and in the first of what I hope will be many entries (keep writing Chris!!) posted some initial thoughts on his Capital & Crisis website.   “The heat rolled from the earth like Read More

Back in early September, I took a trip to the South Gobi in Mongolia. I went to look at Erdenes Tavan Tolgoi (ETT), which owns the largest coking coal deposit in the world (now ramping up) incidentally named Tavan Tolgoi. While in the Gobi, I also got to get a good look at Mongolian Mining Corp’s (975: HK) Ukhaa Khudag mine also ramping up, Read More