具体描述
Where are the next decade's greatest investment opportunities? In today's undiscovered emerging markets: the frontier markets. These markets account for 71 of the world's 75 fastest-growing economies and 19% of the world's GDP--yet many investors largely ignore them. Fueled by access to technology and information, frontier markets are emerging even faster than their predecessors, making them an essential component of a globally diversified portfolio.
Nobody understands frontier markets better than Marko Dimitrijević, and in Frontier Investor, he shows through colorful case studies, compelling charts, and fascinating travel anecdotes that it is not only possible but prudent to invest in these unfamiliar and undervalued markets. Dimitrijević explains how frontier markets like Nigeria, Panama, and Bangladesh are poised to follow a path similar to countries like China, India and Russia that were considered exotic two decades ago. He then details a strategy for how and where to invest--directly or indirectly--to profit from frontier's growth. Dimitrijević covers the political and other risks of investing in these markets, the megatrends that promise exciting investment opportunities in the coming years, and the prospects for countries beyond the frontier such as Myanmar, Cuba, and even Iran.
Frontier Investor opens up a whole new world, and world view, to the broad investing public.
作者简介
Marko Dimitrijević is one of the world's foremost emerging markets experts, with over 35 years of professional investing experience. A pioneer in conducting on-the-ground due diligence, Mr. Dimitrijević, CFA has traveled to more than 100 countries. He has invested in over 120 emerging or frontier markets, and was one of the earliest Western investors in China, Russia, Indonesia, Bangladesh, and Saudi Arabia. Currently chairman of investment group Volta Global, from 1995 to 2015 he managed one of the world's best performing emerging markets funds. He has won numerous awards including "Top 25 Mid-Size Hedge Funds" by Bloomberg in 2014, "Top 100 Hedge Funds" by Barron's in 2011, "Top 10 EM Hedge Funds" by Bloomberg in 2010, and "Global Macro Fund of the Year" by Absolute Return magazine in 2007.
He has been featured in the world's most respected financial and business publications including Barron's, Bloomberg, The Economist, Financial Times, Forbes, Institutional Investor, Reuters, Time, Wall Street Journal, Washington Post, and Worth, and he is featured in the books Inside the House of Money and Investing with the Hedge Fund Giants.
Mr. Dimitrijević holds an MBA degree from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. He is a graduate of the University of Lausanne, Switzerland and holds the Chartered Financial Analyst designation. He and his family live in Miami, Florida.
Timothy Mistele, CFA has more than 30 years' experience in investor relations, marketing, portfolio management, and financial analysis at several leading global financial firms, including 19 years working with Marko Dimitrijević. He earned an MBA degree from Stanford and a bachelor's degree in economics, summa cum laude and Phi Beta Kappa, from Princeton. Mr. Mistele holds the Chartered Financial Analyst designation. He and his family live in Miami, Florida.
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读完这本书的感受，就像刚跑完一场马拉松，身体上的疲惫远超精神上的满足。它不是那种能让你在周末咖啡时间轻松翻阅的书籍。我尝试了两次，一次是在通勤路上，结果被里面过于专业的术语卡在了第一章的半途；另一次是周末的下午，我不得不备着字典和好几份实时金融新闻的截图才能跟上作者的思路。这本书的结构非常散乱，每一章似乎都是独立研究的成果拼凑而成，缺乏一条贯穿始终的主线来引导读者。举例来说，前一章还在慷慨激昂地论述如何利用“次级主权信用”套利，后一章突然笔锋一转，开始探讨可再生能源供应链中的ESG评分体系，两者之间的过渡极其生硬。我感觉作者试图在一本书里塞进十年积累的所有研究成果，结果导致内容密度过高，信息超载。对于那些期望获得清晰投资路线图的人来说，这本书只会提供一张极其详尽但缺乏比例尺的地图，让你在无数条岔路口前迷失方向。它更适合作为案头工具书，在你需要查阅某个特定地区或特定行业历史数据时翻阅，而不是作为一本“教你如何投资”的指南来阅读。
评分这本书的魅力，或许恰恰在于它对“主流”投资理念的彻底背离和挑战。它似乎并不在乎取悦读者，也不刻意追求流畅易懂的叙事。它的价值在于其极端的专业性和毫不妥协的深度挖掘。书中对一些冷门、甚至已经被主流金融机构放弃的投资领域，进行了几乎偏执的复盘和推演，试图从中找出被市场遗漏的价值洼地。我特别欣赏它对数据严谨性的坚持，即便是对那些充满变数的边疆市场，作者也力图用最可靠的统计工具去拟合和预测。但这也就造成了一个问题：当你合上书本，试图将这些复杂的理论应用到现实中时，你会发现，现实世界中的噪音和情绪因素，远远超过了书本中那些精密的数学模型所能容纳的范畴。这本书更像是一面镜子，让你看清金融世界的复杂和不确定性，而不是一盏指路明灯，清晰地告诉你下一步该往哪里走。它让你思考得更多，但让你付诸行动的信心却可能更少。
评分装帧和印刷质量倒是无可挑剔，纸张的手感厚重扎实，体现了出版方对内容的重视。然而，内容本身呈现的逻辑链条却让我时常需要倒回去重读好几遍才能把握作者的意图。我特别注意到书中对新兴市场监管套利机会的描述，那部分内容极其具有技术性，涉及到跨国税法和国际金融协定的细节解读，即便是通过翻译软件辅助理解，也需要极大的耐心。这本书似乎假设读者已经具备了扎实的国际金融法和跨国税务知识背景。我个人对这个领域的研究不深，所以读到那部分时，更多的是在看“热闹”，而非获取可操作的信息。可以想象，对于那些真正活跃在全球金融监管灰色地带的专业人士来说，这本书可能价值连城，因为它触及了许多公开文献中不会详细讨论的“潜规则”和实践中的困难。但对于像我一样，主要关注成熟市场和相对透明投资渠道的读者来说，这本书提供的信息大多是“知识性”而非“实用性”的，更像是一份学术性的田野调查报告。
评分这本号称“拓展投资者边界”的书籍，从封面设计到内容排版，都透着一股子硬核财经分析的劲头。我原本以为它会是一本深入浅出介绍新兴市场投资策略的入门读物，毕竟“Frontier”这个词在投资语境下通常指向那些尚未被主流资本充分开发的边疆地带。然而，实际阅读体验却远比想象中要曲折。它更像是一本为资深对冲基金经理准备的内部研报集合，充斥着大量的宏观经济模型、复杂的计量经济学指标以及对地缘政治风险的深度剖析。书中对某些特定发展中国家（比如东南亚的某几个小国）的货币政策演变进行了长达数十页的推演，这种详尽程度，对于只是想了解一下如何分散投资风险的普通投资者来说，无疑是望而却步的。我记得有一章专门讨论了前苏联解体后中亚地区资源禀赋对金融稳定的影响，引用了大量历史数据和未公开的统计资料，那种钻研精神令人敬佩，但同时也让我这位自诩有些经验的业余爱好者感到无所适从，感觉自己像是在试图理解一架超音速飞机的内部构造，而不是学习如何安全驾驶它。全书的论述逻辑严密到几乎不留一丝商榷的余地，作者似乎坚信他构建的模型能够完美预测未来，这种近乎绝对化的自信，在变幻莫测的金融市场中，反而让我产生了一种微妙的不安感。
评分这本书的文风极其冷峻，仿佛作者本人就活在冰冷的数字和趋势线构成的世界里。其中最让我印象深刻的是它对“非线性风险”的探讨，作者用一种近乎哲学思辨的方式，去解构那些传统的风险分散理论是如何在“黑天鹅”事件中彻底失效的。他没有提供什么具体的对策，而是花了大篇幅去论证为什么我们对未来充满信心的模型是多么脆弱不堪。这种“揭露真相”的姿态，虽然在理论层面上很有启发性，但在实操层面却显得过于悲观和消极。我期待能看到一些基于这种深刻理解之上的创新性应对策略，比如新的资产配置组合，或者对冲机制的改进，但书里更多的是对现有体系的深刻批判和解构，鲜有建设性的补充。这种深刻的批判性思维，对于那些习惯于相信华尔街叙事的读者来说，可能是一剂猛药，但对于我这样期待能在危机中找到机会的人来说，读完后感觉像是被泼了一盆冰水，冷静是冷静了，但行动的欲望却被削弱了。
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