May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
We continue to believe that Bangladesh, Kazakhstan, Uzbekistan, and Vietnam will be able to manage this current period of macro uncertainty. This is not to say that these countries will not grapple with global macro headwinds, but they should be able to manage as they have low levels of debt and it is quite evident that higher debt levels have been the primary cause of economic crisis for some countries as global interest rates and inflation began to increase in the last few months. READ MORE
Similar Posts:
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- Brazil Consumer Confidence Falls in Latest Nielsen Survey
- Five Emerging Markets Squeezed by Currency Pegs (Bloomberg)
- Emerging Markets: Politics and Elections in 2021 (Wellington Management)
- Uzbekistan: On the Cusp of a Consumer Renaissance (Asia Frontier Capital)
- Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
- Uzbekistan: Strong Growth at Low Valuations (Asia Frontier Capital)
- India Drops 11 Places to #71 in the Global Competitiveness Report
- Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
Leave a Reply