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

Gideon Rachman, The Financial Times

Frontier Market

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Vietnam’s Transformation

In just a few decades, Vietnam has undergone a dramatic transformation, from an agrarian society to one that has embraced the modern era. Its youthful population and growing middle class have helped drive solid growth—and opportunities for many global investors.

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A Vision for Saudi Arabia’s Future

Whenever I arrive in a country, I like to read the local press reports to see the issues of the day. In Saudi Arabia, it was clear that one of the biggest issues—if not the biggest issue—in the news was

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Vietnam-EU Agreement: A Good Deal for Southeast Asia

After more than two years of negotiations, the European Union (EU) and Vietnam reached an agreement in principle for a new free trade deal.1 Our team believes this deal marks an important milestone not only for Vietnam, but sets an important

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Building Corridors to the Future in Pakistan

Pakistan is an example of a country many investors have shunned due to negative news and perceptions, but our take is that often things aren’t always as sensational as may be reported. We do know that we have found some

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Iran: Open for Business?

After years of negotiations, there has been a recent breakthrough between Iran, the United States and other world powers about Iran’s nuclear program. While the deal certainly was controversial, and is still under debate in the United States, strictly from

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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

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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

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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.

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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

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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

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