EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
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Pakistan Fertilizer: Sector Earnings up by 47% YoY in 1Q2018
Pakistan’s fertilizer sector started 2018 with robust profitability growth of 47% YoY due to increase in urea sales volume by ~43% YoY to 1.2mn...
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Pakistan Fertilizer: Pricing Momentum Looks Supportive Market Weight ‘Maintained’
Investment thesis: We revisit our stance on Pakistan Urea manufactures; Fauji Fertilizer (FFC) and Engro Fertilizer Limited (EFERT) and revise up...
158 Views
Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
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