The Fortune at the Bottom of the Pyramid(Part 2): Investment Implications for Frontier/Emerging Asia

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>The concept of the "Fortune at the Bottom of the Pyramid" was introduced by CK Prahalad, and it describes business strategies used to profit from selling products to the poorest populations in the world.  This approach can also be applied to frontier market investing.  Frontier market investing often requires an asset-based approach (viewing opportunities presented from less developed populations/countries/industries, rather than focusing on the  challenges), as well as a futuristic view of growth trends.  Select frontier markets have the potential to economically be on par with other emerging markets in the next 20-30 years.</p>

The concept of the "Fortune at the Bottom of the Pyramid" was introduced by CK Prahalad, and it describes business strategies used to profit from selling products to the poorest populations in the world.  This approach can also be applied to frontier market investing.  Frontier market investing often requires an asset-based approach (viewing opportunities presented from less developed populations/countries/industries, rather than focusing on the  challenges), as well as a futuristic view of growth trends.  Select frontier markets have the potential to economically be on par with other emerging markets in the next 20-30 years.

VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam Enterprise Investments (VIETENI KY)

The Fortune at the Bottom of the Pyramid(Part 1): Golden Opportunity for Frontier Asia