emerging markets

Frontier markets feel the love as emerging peers crumble 0

Frontier MarketsSource: CNBC

As emerging markets continue to fall from grace, their less high-profile frontier peers are stealing some of the spotlight.

A recent report from Bank of America Merrill Lynch showed that while some $2.1 billion exited emerging market funds from January to mid-August, frontier market funds saw inflows of $1.5 billion in the same period. More…

Crippling debts and bankruptcies brew Vietnam coffee crisis 0

coffeeSource: Reuters

Desks are empty, the office silence broken only by a handful of staff chit-chatting or playing on cellphones. It’s another slow day at the headquarters of Vinacafe, a state-owned firm once the vanguard of Vietnam’s coffee export boom. More…

Asean Economic Community (AEC) to create investment opportunities 0

The Asean region has outperformed emerging markets over the past five years with investors' increasing interest.

The Asean region has outperformed emerging markets over the past five years with investors’ increasing interest.

Reposted from The Asset
By Camille Vergara

The Asean (Association of Southeast Asian Nations) region is displaying something rare to find in the world today: economic growth. This growth is structural, driven by consumption spending due to the rapidly growing ‘middle income’ population, and by investment, particularly into infrastructure. More…

Frontier stocks beat world on Dubai, Vietnam growth 0

Cyclists ride past Hanoi Stock Exchange in downtown Hanoi. Vietnam’s VN Index has increased 3.9 percent since May 22, extending its gain this year to 26 percent.

Cyclists ride past Hanoi Stock Exchange in downtown Hanoi. Vietnam’s VN Index has increased 3.9 percent since May 22, extending its gain this year to 26 percent.

Reposted from Bloomberg
By Michael Patterson & Weiyi Lim

The world’s least-developed markets are proving the most resilient to the three-week selloff that has erased $1.9 trillion of global equity value.

While the MSCI All-Country World Index of shares in advanced and emerging nations has lost 3.2 percent since May 22 amid speculation the Federal Reserve will pare monetary stimulus, the MSCI Frontier Markets Index returned 0.7 percent including dividends. Thirteen of the 15 top-performing stock gauges are in frontier countries, where the mean market value of $49 billion compares with almost $19.5 trillion in the U.S. More…

Money Manager Looks to Africa for Fast-growing Economies 0

Africa's growing consumer class is attracting the attention of investors

Africa’s growing consumer class is attracting the attention of investors

Reposted from The Milwaukee Journal Sentinel
By Kathleen Gallagher

To find a large number of the world’s fastest-growing economies, investors must look past Asia and South America to a less likely place: Africa.

In the United States, when a consumer buys a new car, it’s often a replacement for an older car, said Robert J. Bukowski, managing director at Alpha Investment Consulting Group in Milwaukee.

“In Africa, they’re buying their first washing machine ever, and their first car, and installing their first bathroom. That’s truly real growth,” he said. More…

Following the flow of private equity 0

Berkeley’s professor Peter Goodson studied the PE investments in Vietnam.

Berkeley’s professor Peter Goodson studied the PE investments in Vietnam.

Reposted from Vietnam Investment Review

Haas School of Business at the US’ University of California Berkeley, has been studying the role of private equity (PE) investment in emerging markets. The specific case study is MobileWorld, a leading Vietnamese company in the mobile devices and home electronics/appliances sectors with PE backing from Mekong Capital. Berkeley’s professor Peter Goodson discussed the study with VIR. More…

Braving the Frontier Markets 0

ID-10037249
Reposted from Barron’s
By Ben Levisohn

The frontier markets are the new emerging markets, and for investors comfortable with the risks, countries such as Argentina, Bangladesh and Botswana can offer some pretty impressive returns. But about those risks…

Frontier markets are surging this year. Investors, however, should think twice before plunging headlong into stocks from countries as far-flung as Argentina, Bangladesh, Botswana, Slovakia, and Sri Lanka. More…

The World Bank’s IFC Investment Arm In Emerging And Frontier Markets: What We Can Learn 0

bus1newReposted from Seeking Alpha
By Jon Springer

Ralph Keitel works as Principal Investment Officer for the International Finance Corporation [IFC] of the World Bank Group, which concentrates on the private sector. I had the opportunity to meet Ralph at the Syneidesis Group conference in early December 2012 and listen to him present about the IFC’s case for investing in Emerging (and Frontier) markets. The World Bank’s Antoine van Agtamel is credited with coining “Emerging Markets” in the 1980s while the IFC’s Farida Khambata is credited with coining the term “Frontier Markets” (as a subset of Emerging Markets) in the early 1990s. More…

Time for Frontier Markets is Now, HSBC Says 0

frontier markets
Reposted from Barron’s
By Ben Levisohn

Frontier markets have gotten off to a quick start this year. And HSBC strategists John Lomax and Wietse Nijenhuis expect the outperformance to continue.

The MSCI Frontier Markets Total Return Index has gained 5.4% this year, compared to a 2% gain for the MSCI Emerging Markets Total Return Index. That’s after trailing emerging markets from the beginning of 2009 through the end of 2012. More…

Mongolia Defends Draft Mining Law Branded as Bad for Investment 0

Mining law
Reposted from Bloomberg News
By Michael Kohn

Mongolian officials held a briefing yesterday to defend proposed changes to a mining law that the country’s biggest business association says would deter investment.

Puntsag Tsagaan, the mineral policy adviser to President Tsakhia Elbegdorj who led the legislation’s drafting, said the proposed law would strengthen the economy, better protect the environment and ensure Mongolians benefit from the country’s mining boom, according to James Liotta, a partner at Mahoney Liotta LLC, More…

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