Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
702 Views
Frontier Markets: GEM Fund Allocations Hit New Highs - Vietnam Sparks into Life
In this report, we highlight how Frontier Market allocations among global EM managers have reached a new peak. Argentina is by far the largest...
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Vietnam Update: Market Complexity Grows, yet the Attractive Economic Narrative Remains in Place
The sustainability of the VN Index’s RiseThe VN Index surpassed 1,100 points at the end of last week, and has returned 59% in the past year, as of...
439 Views