Dylan Waller

Frontier Market and Emerging Market Blog. Writing about things that I plan to invest in during the next decade

Frontier and Emerging Markets

Macroeconomics

<ul><li>Egyptian equities are beginning to enter a bottoming out phase, although there is likely more economic pain this year and no near-term stock market catalysts are present.</li><li>However, with MSCI Egypt trading at circa six times forward earnings, a near 50% discount to MSCI Emerging Markets, Egypt appears to be positioned very well in terms of relative value</li><li>Some of the major headwinds approaching include food/energy inflation, declining tourism, and Egypt’s entry into another IMF program this year</li></ul>

Indigo Frontier

Writing about things that I plan to invest in during the next decade

Egypt

Egyptian Equities Are Approaching a Bottom