-
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
Last edited by Valuegrowth; 20-09-2015 at 12:47 PM.
Reason: To add a link
-
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.
-
-
-
Originally Posted by MARKETWINNER
Possibly.
I'd limit myself to Korea, Singapore, and India though. And be aware of currency issues, especially with India.
-
http://www.cnbc.com/2016/05/06/hsbc-...g-vietnam.html
HSBC shuffles frontier market picks, upgrading Sri Lanka and cutting Vietnam
-
-
http://blogs.barrons.com/asiastocks/201 ... g-markets/
Are Frontier Investments Better Than Emerging Markets?
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks