Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

MSCI Announcement is ApproachingAs previously mentioned, Pakistan is under review for classification as an emerging market, and it appears likely that this transition will be successful.  Previously, objections have been raised regarding size and liquidity, though these factors have improved considerably.  In addition to the improvements in size and liquidity, the MSCI has noted other <a href="https://www.msci.com/documents/10199/238444/Results+of+MSCI+2015+Market+Classification+Review/5f8d9f3b-67b9-4f9f-83d1-ce6227a496a2" target="_blank">positive changes</a> in Pakistan that makes its reclassification as an emerging market more likely.  These…

MSCI Announcement is ApproachingAs previously mentioned, Pakistan is under review for classification as an emerging market, and it appears likely that this transition will be successful.  Previously, objections have been raised regarding size and liquidity, though these factors have improved considerably.  In addition to the improvements in size and liquidity, the MSCI has noted other positive changes in Pakistan that makes its reclassification as an emerging market more likely.  These…

Emerging Market Status Appears Likely for Pakistan

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

Pakistan

Shell Pakistan Limited markets petroleum and petrochemical products. The Company also blends and markets different types of lubricating oils.

Pakistan Oil Fields Limited specializes in the exploration, drilling, production and transmission of petroleum.  The Company also markets Liquified Petroleum Gas (LPG).

Pakistan Petroleum Ltd. specializes in the exploration and production of crude oil and natural gas. The Company also sells liquefied petroleum gas and condensates.

Mari Petroleum Co Ltd specializes in the drilling, production and selling of natural gas.

Oil & Gas Development Co. Ltd. explores and develops oil and natural gas properties in Pakistan.

Petron Malaysia Refining & Marketing Bhd manufactures and markets petroleum products as well as operates an oil refinery in Port Dickson. The Company also operates retail service stations

Petron Malaysia Refining & Marketing (PETRONM MK)

Norwest Energy NL explores for petroleum both offshore and onshore.  The Company's core regions of operation are the northern Perth Basin and onshore southern England's Wessex Basin.

Qinghai Jinrui Mineral Development Company Ltd. explores and develops strontium mines, as well as manufactures casting products.

Qinghai Jinrui Mineral Developmnt (600714 CH)

Hallador Energy Company processes, mines and sells coal to producers of electric power.  The Company also owns interests in an oil and gas company with operations in Michigan.

Sinopec Shandong Taishan Petroleum Co., Ltd. distributes gasoline, diesel oil, and kerosene throughout Shandong province. Through its subsidiaries. The Company also operates in real estate development.

PT Rukun Raharja Tbk operates transmission lines and distributes natural gas to industry.

Peninsula Energy Limited is a uranium development company.  The Company has exploring activities in Wyoming, Karoo South Africa, as well as Western Australia.

Warrego Energy Limited operates as an oil and gas exploration company. The Company provides onshore oil and gas services. Warrego Energy serves customers in Western Australia, Spain, and Uruguay.

China Qinfa Group Limited engaged in the coal operation business involving purchase and sales, filtering, storage, blending, shipping and transportation of coal.

Hankook Shell Oil Co., Ltd. manufactures and markets lubricants, grease, and other petroleum products used for cars, vessels, industrial machinery, and cutting tools.  The Company exports its products to Southeast Asian countries, Russia, and China.  Hankook Shell is an affiliate of Royal Dutch Shell Group.

Pakistan State Oil Company Limited specializes in the marketing and storage of petroleum and related products.  The Company also blends and markets lubricating oils.

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Pakistan State Oil (PSO PA)

Emerging Market Status Appears Likely for Pakistan

MSCI Announcement is ApproachingAs previously mentioned, Pakistan is under review for classification as an emerging market, and it appears likely...

Nomadic Equity

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

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