Frontier Market Analysis
Back to homepageA New Way Forward for Nigeria?
A couple of years ago, many investors were optimistic about Nigeria and the stock market was booming, buoyed by strong economic growth and government reforms to improve the country. However, by 2014, the mood soured amid a series of unfortunate
Read MoreOnce Forbidden Frontiers
Investing in frontier markets can come with a higher degree of volatility than more established markets, but to my team and me, they offer exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today—China being
Read MoreAfrica’s Electrifying Future
Emerging and frontier markets are a focal point of this year’s World Economic Forum in Davos, Switzerland, which takes place during the week of January 19. One of the sessions, “Achieving Africa’s Growth Agenda,” is of particular interest to me.
Read MoreBlurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks 9
There has been some convergence in terms of how one might classify emerging-, frontier- or developed-market companies—and how they might fit into investors’ portfolios. Recently, we have noted an increase in liquidity and transparency of many frontier-market stocks (the smaller
Read MoreUnderstanding frontier market risks 9
US regulator warns investors that in spite of potential for higher returns, they should be aware of frontier market risks The standard warning for all investments – whether they are made in developed, emerging or frontier markets – is the higher
Read MoreWinds of Change in Saudi Arabia Investment Climate 5,467
The winds of change are blowing in Saudi Arabia, carrying the potential to dramatically shift the investment climate there. One of the most anticipated financial events in the Middle East region seems as if it could finally come to pass
Read MoreNigeria: An African Giant 53
I’ve been a frontier market fan for some time now, especially when it comes to Africa, and particularly when it comes to investing in Nigeria. On May 7-9, Abuja, Nigeria, had the honour of hosting the World Economic Forum on
Read MoreFrontier Markets Find Footing 3
Frontier markets remain in focus for the Templeton Emerging Markets Group in 2014, and my team and I have spent the early part of the year exploring potential investment opportunities in a number of them. I generally spend about a
Read MoreUnited Arab Emirates: An Emerging Market Melting Pot 6
The investable Middle East/North Africa region known as “MENA” encompasses 11 diverse countries, extending from Oman to Morocco, and also includes Bahrain, Egypt, Jordan, Kuwait, Lebanon, Qatar, Saudi Arabia, Tunisia and the United Arab Emirates (UAE). I recently had the
Read MoreIs African economic growth finally ready to take off? 512
Long seen as “too risky,” African economic growth is moving forward at a remarkable pace Africa has experienced a sea change over the past decade and has more or less shed its image of being “too risky.” And although challenges
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