Why Invest in Frontier Markets? Sri Lanka a Case in Point. Insights from Our Recent Investment Trip.

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam UpdatesThe VN Index has returned  <a href="http://www.bloomberg.com/quote/VNINDEX:IND" target="_blank">19.9% in the past year</a>, making it a stellar outlier in frontier and emerging Asia.  Vietnam's PER has been on the rise, well above MSCI Emerging Markets, yet the market is still trading at a significant discount to Emerging Asia.   FDI is continuing to soar in Vietnam(125% increase during Q1 2016), with nearly <a href="http://www.vir.com.vn/vietnams-fdi-volumes-boom-in-2016s-first-quarter.html" target="_blank">72% of the country's FDI</a> targeting the manufacturing sector.  As always, I encourage a significant weighting in manufacturing stocks to mimic the…

Vietnam UpdatesThe VN Index has returned  19.9% in the past year, making it a stellar outlier in frontier and emerging Asia.  Vietnam's PER has been on the rise, well above MSCI Emerging Markets, yet the market is still trading at a significant discount to Emerging Asia.   FDI is continuing to soar in Vietnam(125% increase during Q1 2016), with nearly 72% of the country's FDI targeting the manufacturing sector.  As always, I encourage a significant weighting in manufacturing stocks to mimic the…

Vietnam Enterprise Investments (VIETENI KY)

Asia Frontier Updates