http://citywireglobal.com/news/time-to-go-...rformer/a834807
Time to go beyond frontier markets, says EM equity outperformer
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http://citywireglobal.com/news/time-to-go-...rformer/a834807
Time to go beyond frontier markets, says EM equity outperformer
Fed decision is going to benefit emerging and frontier markets. As a region South Asia is standing out from the rest of Asia.
Asia-Ex China is offering some opportunities. As a region I am bullish on south Asia. India is an emerging market. Frontier markets such as Sri-Lanka, Bangladesh and Pakistan comes under the category of frontier markets. There are great opportunities in sectors such as food, infrastructure, textiles and tourism sectors in the south Asian frontier and emerging markets. Low commodity inflation is boom and boon to them.
There are oversold stocks and bonds in the developing world now.
http://blogs.barrons.com/asiastocks/...-fed-decision/
- Foreigners Tiptoe Into India, Korea, Taiwan Ahead Of Fed Decision
http://www.cnbc.com/2015/11/09/front...and-south.html
Frontier markets: Investors go west ... east, south and north
Weak commodity prices are a big positive for frontier markets such as Bangladesh, Pakistan, Sri Lanka, and Vietnam. In other words lower commodity prices will be beneficial for both companies and government finances in those countries. Consumer stocks should do well in those countries as a result of positive consumer spending. There are attractive stocks in those markets.
http://seekingalpha.com/article/3810...l-2016-outlook
My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.
http://www.wisebread.com/a-beginner-...ontier-markets
A Beginner’s Guide to Investing in Frontier Markets
http://www.iii.co.uk/articles/309241...est-asia-again
Is it time to invest in Asia again?
http://www.cnbc.com/2016/05/06/hsbc-...g-vietnam.html
HSBC shuffles frontier market picks, upgrading Sri Lanka and cutting Vietnam
https://www.thefinancialist.com/fron...on-the-move-2/
·Asia's Frontier Markets
Frontier Markets: Asian Countries Are on the Move
http://blogs.barrons.com/asiastocks/201 ... g-markets/
Are Frontier Investments Better Than Emerging Markets?