Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Pakistan Materials / Thematic (Sector/Industry)

<p>The cement industry in Pakistan has a flurry of advantages ahead of it, and can be considered a strategic industry for investment in Pakistan:</p><ul><li>Local demand for cement is growing, and companies are responding by constructing new cement plants.</li><li>Exports growth will slow, primarily driven by issues in South Africa, yet this is not strong enough to offset the strong domestic demand.</li><li>Investment in Pakistan's cement industry should be a long term endeavor.</li></ul>

The cement industry in Pakistan has a flurry of advantages ahead of it, and can be considered a strategic industry for investment in Pakistan:Local demand for cement is growing, and companies are responding by constructing new cement plants.Exports growth will slow, primarily driven by issues in South Africa, yet this is not strong enough to offset the strong domestic demand.Investment in Pakistan's cement industry should be a long term endeavor.

Pakistan's Cement Industry Poised for Further Growth