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Scott Osheroff - Understanding the Uzbekistan Opportunity (Frontier Markets Episode #17)
Manage episode 375549200 series 3441569
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In this episode of the Frontier Markets Podcast, our guest is Scott Osheroff. He is a Portfolio Manager at Asia Frontier Fund, focusing on investing in Uzbekistan. He also has significant experience in other markets within South East Asia; Vietnam, Cambodia. Myanmar, Mongolia, and more.
In this episode, we discuss:
- Uzbekistan's recent steps towards market liberalisation and public asset privatisation.
- Uzbekistan's natural competitive advantages, industry structure, and broader opportunity set regarding agriculture and natural resource processing + production.
- Lessons from boom/bust cycles in places like Mongolia.
- Lessons from iconic frontier markets investments made by peers.
I always enjoy learning from Scott. Here's a link to his telegram notepad. I hope you enjoy listening to this episode!
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