Episode 17

Scott Osheroff - Understanding the Uzbekistan Opportunity (Frontier Markets Episode #17)

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!

About the Podcast

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Frontier Markets Podcast
Interviews with leaders who are building the future of frontier markets.

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About your host

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Krishaan Khubchand

Director @Frontier Markets Institute.