Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Emerging and frontier market equities

Assets

Investing in countries where the growth story and the institutional risk are the same variable; the literature is mostly development economics read for allocation. Frontier markets are included here; this entry absorbed the separate emerging-markets theme.

Books 18Experts 3Recommenders 11

Start here

  1. Breakout NationsRuchir Sharma, 2012
  2. How Asia WorksJoe Studwell, 2013
  3. Why Nations FailDaron Acemoglu, James A. Robinson, 2012
The Wealth and Poverty of NationsThe Wealth and Poverty of Nations
T1 The Wealth and Poverty of Nations
David S. Landes · 1998
Open LibraryGoodreads

Why some nations grew rich over 500 years, with culture as the deciding factor.

Recommended by: Charlie Munger, Mohnish Pabrai, Jamie Dimon and 1 other

Globalization and Its DiscontentsGlobalization and Its Discontents
T1 Globalization and Its Discontents
Joseph E. Stiglitz · 2002
Open LibraryGoodreads

An attack on the IMF's one-size-fits-all policies in the crises of the 1990s.

Recommended by: Patrick Collison

Why Nations FailWhy Nations Fail
T1 Why Nations Fail
Daron Acemoglu, James A. Robinson · 2012
Open LibraryGoodreads

Nations prosper under inclusive institutions and stagnate under extractive ones.

Recommended by: Bill Gates, Mohnish Pabrai, Mark Zuckerberg and 3 others

How Asia WorksHow Asia Works
T1 How Asia Works
Joe Studwell · 2013
Open LibraryGoodreads

Why some Asian nations grew rich: land reform, export-led industry, directed credit.

“it's a good read for anyone who wants to understand what actually determines whether a developing economy will succeed.” — Bill Gates

Source: Gates Notes review of How Asia Works

Recommended by: Bill Gates, Mohnish Pabrai, Patrick Collison

Bad SamaritansBad Samaritans
T2 Bad Samaritans
Ha-Joon Chang · 2007
Open LibraryGoodreads

Rich countries urge poor ones to adopt the opposite of the policies they once used.

Breakout NationsBreakout Nations
T2 Breakout Nations
Ruchir Sharma · 2012
Open LibraryGoodreads

Why emerging economies will not all keep converging, and tests for which can grow.

Recommended by: Mohnish Pabrai

The Rise and Fall of NationsThe Rise and Fall of Nations
T2 The Rise and Fall of Nations
Ruchir Sharma · 2016
Open LibraryGoodreads

Ten rules for judging whether a country's economy will rise or fall.

Recommended by: Patrick Collison

Passport to ProfitsPassport to Profits
T3 Passport to Profits
Mark Mobius, Stephen Fenichell · 1999
Open LibraryGoodreads

An emerging-markets fund manager on finding stocks through fieldwork abroad.

The Volatility MachineThe Volatility Machine
T3 The Volatility Machine
Michael Pettis · 2001
Open LibraryGoodreads

Emerging-market crises come from the structure of national balance sheets.

Adventure CapitalistAdventure Capitalist
T3 Adventure Capitalist
Jim Rogers · 2003
Open LibraryGoodreads

Driving through 116 countries scouting markets from the ground up

Recommended by: Mohnish Pabrai

The Emerging Markets CenturyThe Emerging Markets Century
T3 The Emerging Markets Century
Antoine van Agtmael · 2007
Open LibraryGoodreads

By the man who coined the term 'emerging markets'; the case for world-class EM operating companies.

Emerging Markets in an Upside Down WorldEmerging Markets in an Upside Down World
T3 Emerging Markets in an Upside Down World
Jerome Booth · 2014
Open LibraryGoodreads

The argument that the risk is mispriced in the developed world, not the emerging one.

Frontier Investor
T3 Frontier Investor
Marko Dimitrijevic, Timothy Mistele · 2016
Open LibraryGoodreads

How to research frontier stock markets that no analysts cover.

Africa's Business RevolutionAfrica's Business Revolution
T3 Africa's Business Revolution
Acha Leke, Mutsa Chironga, Georges Desvaux · 2018
Open LibraryGoodreads

McKinsey survey of operating companies; Ghana appears among the consumer-market cases.

A Bull in ChinaA Bull in China
T4 A Bull in China
Jim Rogers · 2007
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Investing in Frontier Markets
T4 Investing in Frontier Markets
Gavin Graham, Al Emid · 2013
Open LibraryGoodreads

Portfolio-construction guide to the frontier allocation.

Frontier
T4 Frontier
Gavin Serkin · 2015
Open LibraryGoodreads

Travelogue-with-fund-managers format, but the only book aimed squarely at frontier allocation.

The Key ManThe Key Man
T4 The Key Man
Simon Clark, Will Louch · 2021
Open LibraryGoodreads

Recommended by: Andrew Wilkinson

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