Frontier Markets Podcast

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

2023-08-29 · 08:00 UTC ·Frontier Markets Institute ·1 min read

Brief

Scott Osheroff explains why Uzbekistan is attracting frontier-market investors: recent liberalisation and privatisation are opening asset opportunities, while the country’s strengths in agriculture and resource processing offer value-add investment cases. He uses lessons from Mongolia’s boom/bust cycles and his track record in Southeast Asian markets to argue for disciplined, local-structure-focused investing; host and guest largely agreed on opportunity and caution.

Source evidence

title: Scott Osheroff - Understanding the Uzbekistan Opportunity (Frontier Markets Episode #17)
author: Frontier Markets Institute
contenttype: podcast
publication: Frontier Markets Podcast
published: 2023-08-29T08:00:00+00:00
sourceurl: https://frontiermarkets.captivate.fm/episode/scott-osheroff-understanding-the-uzbekistan-opportunity-frontier-markets-episode-17

word_count: 116

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!