"...emerging markets will grow faster than the
developed world for decades to come."

Gideon Rachman, The Financial Times

Frontier Market Analysis

Back to homepage

A 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 More

Once 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 More

Africa’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 More

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks

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 More

Understanding frontier market risks

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 More

Winds of Change in Saudi Arabia Investment Climate

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 More

Nigeria: An African Giant

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 More

Frontier Markets Find Footing

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 More

United Arab Emirates: An Emerging Market Melting Pot

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 More

Is African economic growth finally ready to take off?

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

Read More