I am currently shifting my focus to a greater emphasis on “frontier markets”. This is the basis for an article I prepared for the financial website, Minyanville, where I am a contributor from time to time. Since they kindly chose to emphasize it by calling it a “Minyanville original” (which it is) and an op-ed, I will simply provide a link to that article as today’s post. Later, I will add it to the archives here.
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