Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Pakistan is a strong frontier market in Asia for investors to consider:<ul><li>The MSCI will review Pakistan's eligibility to become an emerging market this year</li><li>Pakistan stands out for its high growth and strong discount to other stock markets in Asia</li><li>The cement industry, banking industry, and automotive industry are all strong areas for investment</li><li>Investors should avoid the textile and oil/gas industry in general, although some buy opportunities may emerge from the sell off</li><li>Regardless of what decision is made this year, Pakistan is still a strong, high growth frontier market</li></ul>

Pakistan is a strong frontier market in Asia for investors to consider:The MSCI will review Pakistan's eligibility to become an emerging market this yearPakistan stands out for its high growth and strong discount to other stock markets in AsiaThe cement industry, banking industry, and automotive industry are all strong areas for investmentInvestors should avoid the textile and oil/gas industry in general, although some buy opportunities may emerge from the sell offRegardless of what decision is made this year, Pakistan is still a strong, high growth frontier market

Emerging Pakistan?: Key Industries to Consider and Avoid

Equity Bottom-Up

Bank Alfalah Buy Recommendation<ul><li>Effectively targets SMEs in Pakistan, which accounts for 70% of Pakistan's workforce</li><li>High Dividend Yield and Low Valuation</li><li>Diverse international operations</li><li>Awarded "Best Islamic Banking Window in Pakistan"</li><li>Pakistan's banking industry has experienced strong growth, yet there is still a large unbanked population</li></ul>

Bank Alfalah Buy RecommendationEffectively targets SMEs in Pakistan, which accounts for 70% of Pakistan's workforceHigh Dividend Yield and Low ValuationDiverse international operationsAwarded "Best Islamic Banking Window in Pakistan"Pakistan's banking industry has experienced strong growth, yet there is still a large unbanked population 

Bank Alfalah: Profit From Pakistan's Banking Industry

Pakistan

Bank Alfalah Ltd. provides commercial banking and related services. The Bank offers a wide range of banking and financial services, including brokerage services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Bank Alfalah (BAFL PA)

Emerging Pakistan?: Key Industries to Consider and Avoid

Pakistan is a strong frontier market in Asia for investors to consider: The MSCI will review Pakistan's eligibility to become an emerging market...

Nomadic Equity

Bank Alfalah: Profit From Pakistan's Banking Industry

Bank Alfalah Buy Recommendation Effectively targets SMEs in Pakistan, which accounts for 70% of Pakistan's workforce High Dividend Yield and Low...

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)