Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>Pakistan’s textile industry has a somewhat gloomy outlook, while the industry in other countries, particularly Vietnam, appears to be positioned to benefit at the expense of Pakistan.  Despite the country’s dependency on textile exports, Pakistan has still been a high growth country, with one of the best performing stock markets in Asia.  Investment in Pakistan certainly has its merits, but the textile industry in general should be avoided. Potential opportunity lies in the non value added…</p>

Pakistan’s textile industry has a somewhat gloomy outlook, while the industry in other countries, particularly Vietnam, appears to be positioned to benefit at the expense of Pakistan.  Despite the country’s dependency on textile exports, Pakistan has still been a high growth country, with one of the best performing stock markets in Asia.  Investment in Pakistan certainly has its merits, but the textile industry in general should be avoided. Potential opportunity lies in the non value added…

Avoid Pakistan's Textile Industry: Look to Vietnam Instead

<p>Pakistan’s automotive industry has been displaying record high growth, and presents a strong opportunity for investors:</p><ul>
<li>The Pakistan Automotive Manufacturers Association reported <a href="http://res.bmacapital.com/dailyreports/SOD/PDFS/12142015.PDF" target="_blank">62% YoY increase </a>in sales in the industry this November.</li>
<li>This displays record growth, as CAGR has averaged at <a href="http://www.pakistantoday.com.pk/2015/06/10/business/car-sales-in-pakistan-to-achieve-highest-growth-in-3-years/" target="_blank">5.3% for the past five years.</a>
</li>
<li>There are 3 options for listed equity in this industry, all of which have substantially outperformed the KSE Index’s 1 year gain of 7.6%.</li>
<li>Pakistan is on track to eventually become an…</li>
</ul>

Pakistan’s automotive industry has been displaying record high growth, and presents a strong opportunity for investors:
The Pakistan Automotive Manufacturers Association reported 62% YoY increase in sales in the industry this November.
This displays record growth, as CAGR has averaged at 5.3% for the past five years.

There are 3 options for listed equity in this industry, all of which have substantially outperformed the KSE Index’s 1 year gain of 7.6%.
Pakistan is on track to eventually become an…


Pakistan

Indus Motor Company Limited was created through a joint venture agreement between the House of Habib, the Toyota Motor Corporation and the Toyota Tsusho Corporation, in order to assemble, manufacture and market Toyota vehicles.  The company is also the sole distributor of Toyota vehicles in Pakistan.

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Indus Motor Company (INDU PA)

Avoid Pakistan's Textile Industry: Look to Vietnam Instead

Pakistan’s textile industry has a somewhat gloomy outlook, while the industry in other countries, particularly Vietnam, appears to be positioned to...

Nomadic Equity

Pakistan's Automotive Industry

Pakistan’s automotive industry has been displaying record high growth, and presents a strong opportunity for investors: The Pakistan Automotive...

Nomadic Equity

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