Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical high experienced when it was previously an emerging market.  Now is a strong time to swoop in to profit from Pakistan's future upside, as the market has the potential trade at up to 13.8X its earnings, based on its historical valuation.  Unfortunately, this is a case where simple exposure through an ETF, the <a href="https://www.smartkarma.com/entities/21016" target="_blank" data-smartkarma-citation="entities:21016">Global X Msci Pakistan Etf</a>, is not an…

Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical high experienced when it was previously an emerging market.  Now is a strong time to swoop in to profit from Pakistan's future upside, as the market has the potential trade at up to 13.8X its earnings, based on its historical valuation.  Unfortunately, this is a case where simple exposure through an ETF, the Global X Msci Pakistan Etf, is not an…

Top Industries for Investment as Pakistan Transitions to an Emerging Market

Equity Bottom-Up

Maple Leaf Cement Factory / Equity Bottom-Up

Pakistan's cement industry is poised for substantial growth, which will be driven by the China Pakistan Economic Corridor.  Maple Leaf Cement is the top performing stock in this industry, and represents a strong compliment to the three previously mentioned companies, which all have new plants that they will fully develop by 2018-2019.

Pakistan's cement industry is poised for substantial growth, which will be driven by the China Pakistan Economic Corridor.  Maple Leaf Cement is the top performing stock in this industry, and represents a strong compliment to the three previously mentioned companies, which all have new plants that they will fully develop by 2018-2019.

The cement industry in Pakistan has a flurry of advantages ahead of it, and can be considered a strategic industry for investment in Pakistan:<ul><li>Local demand for cement is growing, and companies are responding by constructing new cement plants.</li><li>Exports growth will slow, primarily driven by issues in South Africa, yet this is not strong enough to offset the strong domestic demand.</li><li>Investment in Pakistan's cement industry should be a long term endeavor.</li></ul>

The cement industry in Pakistan has a flurry of advantages ahead of it, and can be considered a strategic industry for investment in Pakistan:Local demand for cement is growing, and companies are responding by constructing new cement plants.Exports growth will slow, primarily driven by issues in South Africa, yet this is not strong enough to offset the strong domestic demand.Investment in Pakistan's cement industry should be a long term endeavor.

Pakistan's Cement Industry Poised for Further Growth

Pakistan

D.G. Khan Cement Company Limited manufactures and sells portland cement.

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D.G. Khan Cement (DGKC PA)

Top Industries for Investment as Pakistan Transitions to an Emerging Market

Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical...

Nomadic Equity

Pakistan's Top Performing Cement Company

Pakistan's cement industry is poised for substantial growth, which will be driven by the China Pakistan Economic Corridor. Maple Leaf Cement is...

Nomadic Equity

Pakistan's Cement Industry Poised for Further Growth

The cement industry in Pakistan has a flurry of advantages ahead of it, and can be considered a strategic industry for investment in...

Nomadic Equity

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