HNB: Explore Temples, Go on Safari, Relax on Golden Beaches...and Check Out Cheap Banks

Frontier and emerging markets (Vietnam)

Dylan Waller

Thematic (Sector/Industry)

Pakistan & sri lanka / Thematic (Sector/Industry)

Karachi Stock Exchange Kse100 Index (KSE100 INDEX)

Insight overview: Growing economic and political issues in Sri Lanka and Pakistan present concerns for the stock market, though both markets are trading at an attractive discount to MSCI frontier/emerging markets.  Sri Lanka's progress under the IMF program has been positive, and economic growth is poised to recover from the low of 2017.  Once elections pass this July 25th, there will be more clarity for Pakistan's stock market, which is extremely appealing in terms of valuation, though the…

Insight overview: Growing economic and political issues in Sri Lanka and Pakistan present concerns for the stock market, though both markets are trading at an attractive discount to MSCI frontier/emerging markets.  Sri Lanka's progress under the IMF program has been positive, and economic growth is poised to recover from the low of 2017.  Once elections pass this July 25th, there will be more clarity for Pakistan's stock market, which is extremely appealing in terms of valuation, though the…

Pakistan/Sri Lanka Market Update ( July 2018)