Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
Frontier markets tend to have a low correlation with other markets and are relatively insulated from disruptive global events, said Charlemagne Capital’s Magna New Frontiers Fund co-portfolio manager Dominic Bokor-Ingram.
The acronym VARP is popping up, led by an increasing interest in Pakistan investment.
Frontier markets are growing at a much faster pace than emerging markets, according to Mark Mobius, executive chairman of the Templeton emerging markets group.
The London-based boutique investment management firm said it plans an office in Singapore, subject to regulatory approvals, and has set up in Miami. “An extremely unusual set of circumstances allowed us to recruit a fully formed institutional quality emerging and frontier markets investment team,” said Dan Mannix, CEO of RWC Partners. “This comes at an […]
Roughly 90% of companies represented in the MSCI Emerging Markets Index pay dividends, according to a research note by Capital Group.
Even after the strong performance of frontier markets in 2014, they remain attractively priced, trading at valuations less than emerging and developed markets, according to East Capital.
The fund house believes its experience investing in the relationship-based cultures of Eastern Europe has direct application to frontier market investing, said Tim Umberger, senior adviser.
The potential for rapid growth, once seen as a unique selling point of emerging markets, is now a characteristic of the burgeoning frontier sector, writes Thomas Watts, investment analyst at City Asset Management.
VAM Funds has launched a frontier markets product that aims to tap the potential growth of companies operating in 33 frontier market countries.