Emerging and Frontier Markets Investment Perspectives

Today I attended a full-day workshop in Monaco, about the current state of emerging and frontier markets. The workshop was led by Dr. Marcus Goncalves from Nichols College, and it was not about investment ideas or recommendations. Instead, it was about analysing the fundamental global macroeconomic forces and trends which enables us to better understand… Continue reading Emerging and Frontier Markets Investment Perspectives

Frontier economies overtake the emerging markets

Today the Economist published statistics showing that stock markets in the emerging markets have been overtaken by the frontier economies. The era of hyper growth in emerging economies may have reached its peak as these countries mature and overall have reached a higher standard of development. The most accelerated growth in the world is now… Continue reading Frontier economies overtake the emerging markets

The Frontier Economies as Investment Destinations

While investment returns in the developed markets of Europe, North America and Japan have evolved from ‘low returns for no risk’ to ‘no returns for low risk’, returns in the BRIC economies of Brazil, Russia, India and China are starting to slow, the next investment returns frontier is the countries defined as ‘frontier markets’. I… Continue reading The Frontier Economies as Investment Destinations