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!