Our latest market report on the coronavirus has just been released. Read the full presentation by downloading today.
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What is the right portfolio strategy to find true fundamental value after a 10-year long bull market? Read our annual investment outlook to find out why we believe that this may be the beginning of a beautiful cycle for emerging and frontier markets…
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There’s much talk and focus on trade wars but are we losing perspective on a new global trade paradigm?
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Some of the countries that will make the top 10 economies list in 2030 may surprise you…more importantly, is your portfolio positioned for that?
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Around the world, businesses, especially the large corporates have an Africa strategy and they are investing around the continent. It again makes us ask ourselves: If businesses are getting into Africa, why are investors still ignoring the place..?
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It took 10 years but yesterday Morocco launched Africa’s first high speed train (Boraq). It’s a big day for Morocco and a great moment for all who believe that big dreams can be achieved with a combination of vision and consistent execution. Africa should celebrate that it has beaten other continents on realizing this and work towards connecting all its major capitals by train in the future.
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Hifza Zia, our Karachi-based portfolio manager shares out view from the ground about the outlook, opportunities and risks for Pakistan’s economy and its markets.
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A good way to try to understand what the fundamentals are telling us is by starting to ask simple questions about them. This forces us to look at things with a fresh perspective, free from the assumptions of the comfortable under-examined consensus…
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As we publish this, there are only a few hours to go before Pakistan’s closes the ballots for today’s election. Here’s an investment perspective on what we believe lies ahead for Pakistan…
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As we celebrate our anniversary, we thought it would be a good time to put together a special report with a retrospective on the key events of the past decade and what they mean for the outlook of the frontier markets…
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