AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)

Asian frontier markets are therefore well positioned for a re-rating since valuations for our fund are back to where they were at the start of the pandemic in March 2020. Moreover, we believe the triggers for a re-rating in valuations are in place as investors globally begin to factor in fewer macro headwinds in the form of lower inflation and a peak in interest rates.

2022 was all about higher inflation and higher interest rates, and we believe 2023 could be the opposite, which can provide a tailwind for upward re-ratings in Asian frontier valuations. READ MORE

Similar Posts:

This entry was posted in Eurasia / Central Asia, Fund Manager News & Research, Middle East, Mutual Funds and tagged , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.