Blogs about: Frontier Markets Overview
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Stocking stuffers
A few frontier-related nuggets from the past few days and weeks to ponder over this holiday weekend: December is Mark Mobius month. Templeton Asset Management’s renowned emerging market manager… more →
Frontier Markets
Stocking stuffers
JGW wrote 1 day ago: A few frontier-related nuggets from the past few days and weeks to ponder over this holiday weekend: … more →
Derivatives smooth returns, hedge weather risk among frontier producers
JGW wrote 3 months ago: From September’s Business Diary Botswana: Derivatives market helps farmers weather storm and s … more →
Behavioral biases create both risk and opportunity in frontier markets
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JGW wrote 3 months ago: As the once universally-sacred Efficient Market Hypothesis (EMH) continues to fester unceremoniously … more →
On the importance of domestic research in frontier investing
JGW wrote 3 months ago: Wonderful piece in Euromoney regarding the dichotomy of opinion among international investors in the … more →
And the winner is...
JGW wrote 3 months ago: A reminder that winners for the 2009 Africa Investor Index Series Awards will be announced on Septem … more →
Frontier markets increasing trading capabilities
JGW wrote 4 months ago: While Silk Invest noted on Friday that Mauritius will soon introduce futures trading on its SEM-7 in … more →
"The two largest pools of domestic capital, by and large, across Africa sit idle..."
JGW wrote 4 months ago: So argues Henricus J. Stander III, CIO of Henshaw Capital Partners, a London and Johannesburg-based … more →
Developing countries should eschew large banks, complex capital markets argues economist
JGW wrote 5 months ago: Frontier investors and managers habitually stay abreast of the ins and outs of the world’s mos … more →
African, MENA fundamentals the stuff Western markets can "only dream of"
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JGW wrote 5 months ago: In addition to its Frontier Markets Blog, Silk Invest, managers of both the African Lions and Arab F … more →
Private Equity In Africa: Domestic demand provides shelter from the crunch
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JGW wrote 5 months ago: The following appeared in June’s Business Diary Botswana: Private equity (PE) has long been co … more →
Surging 'frontier gauge' a red flag for risk?
JGW wrote 5 months ago: Interesting piece on Bloomberg about how rising frontier markets may indeed signal the death knell f … more →
Frontier markets offer more than just a commodity play, says Speidell
JGW wrote 6 months ago: An interesting piece from last Monday’s Wall St. Journal (“Rediscovering Frontier Ethic … more →
How can frontier market funds tail-risk hedge?
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JGW wrote 6 months ago: An interesting piece from Morningstar (“The PIMCO Approach to Avoiding ‘Black Swan … more →
FT frontier-related quickies from Wednesday
JGW wrote 7 months ago: Behold the “negative basis trade,” per John Dizard: “You can own a corporate bond, … more →
Progressive's AFMF Fund weathering on
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JGW wrote 7 months ago: Interesting tidbit in CityWire regarding the Advance Frontier Markets Fund (AFMF) managed by Progres … more →
Mobius: Frontier stealing EM thunder
JGW wrote 9 months ago: I’m always on the lookout for a good, general take on the state of “frontier markets … more →
Dr. Salami extols indexing Africa
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JGW wrote 11 months ago: Dr. Ayo Salami, CIO of the Duet Victoria Africa Index Fund (part of Duet Asset Management, a London- … more →
Shariah hedge fund index launched
JGW wrote 11 months ago: The Dubai Multi Commodities Centre Authority governmental agency, along with asset manager Shariah C … more →
Top growers in 2009
JGW wrote 12 months ago: Per The Economist, the following list highlights the projected fastest growers (in GDP growth percen … more →
