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
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