Articles tagged as "frontier markets"
Finding value in Southeast Asia’s frontier markets
Global investors continue to shy away from frontier markets in their numbers, leaving a number of undervalued, attractive ideas for those who are willing to ...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
Geopolitical factors trigger concerns about Georgia
Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...
Currency dynamics and returns in emerging and frontier markets
Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...
Lebanon’s financial collapse
On 17 October 2019, angry demonstrators took to the streets of Lebanon to protest a US$6 per month WhatsApp communication tax. Little did they know that the...
COVID-19: Is there long-term value in frontier markets?
At the time of publication, roughly one-third of the world’s population is living under lockdown regulations as a result of the COVID-19 pandemic. In many...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
