Frontier and emerging markets (Vietnam)

Dylan Waller

Thematic (Sector/Industry)

A recovery ahead: Egypt’s economy went through a significant recovery during 2017, which may translate to increased investors’ confidence and positive stock market performance this year.  This comes at a time when many frontiers and emerging markets are becoming increasingly difficult to navigate ( <a href="https://www.smartkarma.com/insights/navigating-vietnam-s-new-investment-landscape" target="_blank" data-smartkarma-citation="insights:9584">Navigating Vietnam's New Investment Landscape</a> ) on the back of rising valuations, and fear of an equity market correction this year is looming. In this environment, a market like Egypt is well worth…

A recovery ahead: Egypt’s economy went through a significant recovery during 2017, which may translate to increased investors’ confidence and positive stock market performance this year.  This comes at a time when many frontiers and emerging markets are becoming increasingly difficult to navigate ( Navigating Vietnam's New Investment Landscape ) on the back of rising valuations, and fear of an equity market correction this year is looming. In this environment, a market like Egypt is well worth…

Egypt: Why an Attractive Turnaround Narrative Is Now in Play