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2 sectors that stand to gain directly Frontera recently spoke to Mattias Martinsson, CIO of Tundra Fonder, an asset manager focused on frontier markets. Martinsson told Frontera that his firm has its largest overweight on Pakistan (PAK), which is...
Pakistan: Tundra’s largest overweight “Our largest overweight is in Pakistan,” Mattias Martinsson, Chief Investment Officer of Tundra Fonder, recently told Frontera. Pakistan is one of the four favorite markets that the firm is bullish on for 2017. The asset manager considers...
4 favorite 'new emerging markets' Frontera recently spoke to Mattias Martinsson, Chief Investment Officer of Tundra Fonder. Tundra Fonder specializes in frontier markets, which it likes to term as the “new emerging markets.” The firm currently has approximately $260 million...
Emerging market equities  have been on a tear this year with the MSCI Emerging Market Index rising 17%, outperforming the S&P 500 by around 11.8%. This performance is set to continue according to a new research note from HSBC’s...
EM FX ended last week on a firm note, shrugging off political risk that consumed markets earlier in the week.  With US rates remaining low, the dollar remains under pressure against the majors, and so EM FX is likely...
While OBOR has increased Beijing’s presence in Africa, a fiery debate has thrown a spotlight on China’s future role on the continent.China’s massive presence on the African continent is common knowledge, but what has largely flown under the radar...
Since seizing power from the elected civilian government, Thailand’s junta has become increasingly authoritarian. But attempting to ‘juntify’ the economy is proving difficult for a variety of reasons, and is distracting them from capitalizing on other economic opportunities.Since seizing...
When measured in terms of goods trading, China is Bangladesh's top trading partner. However, the relationship is heavily skewed in favor of China as it exports far more to Bangladesh than it imports. While China is only the tenth largest...
Taking the OBOR route Bangladesh is now officially part of the One Belt, One Road (OBOR) initiative of China. It has signed two deals with the world’s second largest economy under which China will invest in improving the country’s power...
Record breaking growth Bangladesh is well on its way to shattering economic growth projections for this year. The country’s official statistics agency, the Bangladesh Bureau of Statistics (BBS), estimated that economic output will grow by 7.24% in fiscal year 2016-17.In...
Renegotiation of the NAFTA not likely to affect Mexico Amundi Asset Management currently sees significant value in Mexico (EWW). The $1.4 trillion fund house has been invested in Mexico since February this year. In early May, Abbas Ameli-Renani, global emerging markets...
2 exceptions to the trend Despite a general trend of asset managers shifting out of Asian markets and moving into Latin America and Turkey, there are two Asian markets that seem to be an exception to the trend. These are...

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