Category Archives: Emerging Markets
The importance of perspective
(This commentary is a little longer than usual, but I consider it very important for those interested in how Frontier thinks about investing.) There is a tremendous amount being written on a number of what I consider to be short … Continue reading
Posted in Emerging Markets, Investment Philosophy, Market Thoughts, The Business of Investing
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Justification for emerging markets investing
Here is a link (Building success) to a recent article by Financial Times capital markets correspondent David Oakley, where he very succinctly describes some of the justifications for emerging markets investing. This article speaks about emerging markets investing much like I do and … Continue reading
Posted in Emerging Markets
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