Description
Book SynopsisGet ahead of emerging markets with top-performer picks for up-and-comers Frontier helps investors successfully navigate markets that are yet to emerge, with expert advice on spotting opportunities and minimising risks.
Trade Review“..as a book on emerging markets, Serkin certainly set the standard with ‘Frontier’….a must read for investors wanting to find out how valuation in emerging markets really works” (Financial Times, March 2015)
Table of ContentsAbout the Author xi
Disclaimer xiii
Prologue xv
Introduction to Frontier by Mark Mobius 1
CHAPTER 1 Kenya 11
I Mamboz 12
II Can’t Believe You’re Going to Kenya 17
III Sleeping Serpent 19
IV Prowling Leopard 29
V Clinker 39
CHAPTER 2 Myanmar 45
I Halcyon Days 46
II Uncle 50
III Yoma 55
IV Son 61
V Gaung Baung 66
VI Monk of Mandalay 73
CHAPTER 3 Romania 79
I Ro-man-ee-a! 80
II Systematization 85
III Brown Envelopes 90
IV Mega Mall 94
V Drac-ul-a 99
VI Crossroads 106
CHAPTER 4 Argentina 111
I Arbolitos 112
II Del Fin Del Mundo 118
III Vaca Muerta 126
IV Adelante 133
CHAPTER 5 Vietnam 137
I Confucius 138
II Aristotle 144
III Panacea 152
IV Equitization 159
V Automata 164
VI From Noodles 167
CHAPTER 6 Nigeria 169
I Eko Beach 170
II Crude Politics 178
II Sugar King 192
CHAPTER 7 Egypt 199
I Revolution II 200
II Cleopatra 204
III Sahl Hasheesh 211
IV Audacity of Hope 214
V Zahma! 223
CHAPTER 8 Saudi Arabia 229
I Virtue and Vice 230
II Socialist Monarchy 239
III Desert Farming 244
IV Opening Bell 248
V White Balloons 252
CHAPTER 9 Sri Lanka 255
I Family Economy 256
II China City 262
III Pawn 267
IV Kilinochchi 274
V Rising Sun 287
CHAPTER 10 Ghana 291
I Goatanomics 292
II Highlife and Death 299
III Gold Diggers 304
IV Cassava King 310
V Egg and Stone 312
Conclusion – Journey’s End 317
Acknowledgments 385
Index 389
