Australian (ASX) Stock Market Forum

Frontier and emerging markets

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I saw following link about three African frontier markets. Kenya is one of the main tea producing and exporting countries in the world along with India, China and Sri-Lanka. Kenya is the largest tea producing country in Africa although they affect from climate change time to time. There are listed multi national companies as well in frontier markers such as Nestle, Unilever Tea Kenya.

http://www.foxnews.com/leisure/2013...ets-see-big-gains-ghana-kenya-nigeria-up-big/

Boom Town Baby: African stock markets see big gains; Ghana, Kenya, Nigeria up big

Please note that I do not endorse or take responsibility for material in the above hyper-linked site.
 
Two of the best performing frontier stock markets was that of the United Arab Emirates (UAE) and Kuwait.

One of the recent stars of the Frontier markets: the Philippines. It stock market has risen from 5,860 to 7,070 in this year alone, a rise of 20%. Since last April, it has risen 35%.

After strong rally in the Philippine market, it is having some pull back now.

At the moment we can see some uptrend in Asian frontier markets such as Sri-Lanka and Vietnam.

Bangladesh also has added to frontier market list. Every year we can see few bull markets in Frontier world. It is time to study to identity frontier bull markets in 2013 and 2014.

http://www.whatinvestment.co.uk/fin...-frontier-markets-bets-leading-investor.thtml

2013 will be the breakout year for frontier markets

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked site
 
When other market tumbles Vietnam frontier market had the biggest increase in Asia, at a one-week high of 520.9. Just like Philippine market there can be volatility and pull back even in Vietnam market during next one year. We may see few bull markets in Asia, East Europe and Africa just like Vietnam in the coming months and years. We can see foreign inflows in some Asian frontier markets now.

http://www.bloomberg.com/news/2013-06-05/vietnam-eyes-foreign-investors-to-expand-stock-market.html

Vietnam Eyes Foreign Investors to Expand Stock Market

My ideas are not a recommendation to either buy or sell any security or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked site.
 
MARKETWINNER said:
Two of the best performing frontier stock markets was that of the United Arab Emirates (UAE) and Kuwait.

One of the recent stars of the Frontier markets: the Philippines. It stock market has risen from 5,860 to 7,070 in this year alone, a rise of 20%. Since last April, it has risen 35%.

After strong rally in the Philippine market, it is having some pull back now.

At the moment we can see some uptrend in Asian frontier markets such as Sri-Lanka and Vietnam.

Bangladesh also has added to frontier market list. Every year we can see few bull markets in Frontier world. It is time to study to identity frontier bull markets in 2013 and 2014.

http://www.whatinvestment.co.uk/fin...-frontier-markets-bets-leading-investor.thtml

2013 will be the breakout year for frontier markets

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked site
Click to expand...

As a trader who directly invests in the Philippine market, I could say that the Philippine market is indeed resilient. :)
 
As I said before I believe in the short run we will see market volatility, pull back and correction in over valued markets, sectors and commodities in all types of markets such as developed, emerging and frontier markets. We saw strong bull markets in some markets including some frontier markets during last two years and they are having pull backs and correction now. Recently we saw not only sell off in stocks but also sell off in currencies and bonds. Within short period some funds can flow one country to another country and can return again. For examples if I am correct afters sell off in bonds in Australia recently some inflows returned to bond in Australia.

Now we should not forget some funds, investors and hedge funds have mountain of money after selling currencies, stocks, bonds and gold. I believe they will wait until they think this is the time to ambush the market. Where will this money go next? Definitely they will eye some of the greatest investment opportunities globally. There are some other specialized funds and investors that they like emerging and frontier markets due to their experience and knowledge in the region. Then there are some funds in emerging and pre emerging markets want to invest in developed markets and funds in developed markets want to invest in frontier and emerging world. What does it means? We will have opportunities in everywhere. They will park this money in some assets sooner than later.

As I said before it is time to identify next most bullish markets, sectors, commodities and currencies before others. We did not see 10% correction in some markets. I believe at least it is time to think about great rotation. New development in currency market, commodity market and other factors will benefits some sectors and companies globally in the coming quarters.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions
 
Few months back speculation on tapering made panic among market players globally. There were heavy foreign sales as well. Emerging market currencies, gold and stocks had big sell off. This situation created great opportunity for some players. Later markets and currencies rebounded strongly including Indian rupee and their market. We are seeing speculation on tapering again. As a result of this emerging markets and currencies are having some weakness during last week. This may be another opportunity for intelligible players. At least there may be sector hunting opportunities.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.
 
http://www.reuters.com/article/2013...onia-at-a-outlook-stabl-idUSFit68025120131212

Fitch Affirms Estonia at 'A+'; Outlook Stable

http://blogs.ft.com/beyond-brics/2013/12/24/hello-2014-ems-still-have-room-to-boom/#!
Hello 2014: EMs still have room to boom

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites.
 
Following are latest development in South Asian emerging and frontier stock markets:

http://uk.reuters.com/article/2013/12/27/markets-srilanka-idUKL3N0K60XU20131227

Sri Lankan rupee trades steady; stocks up

http://in.reuters.com/article/2013/12/27/markets-srilanka-stocks-close-idINL3N0K61LR20131227

Sri Lankan stocks at over 7-week high, propped up by conglomerates

http://www.equitymaster.com/tm/tm.asp?date=12/27/2013&title=Positive-close-for-the-Indian-indices

Positive close for the Indian indices

http://tribune.com.pk/story/651525/market-watch-stocks-end-week-with-low-trading-volumes/

Market watch: Stocks end week with low trading volumes

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites.
 
Some more links on Emerging and frontier world.

http://www.bloomberg.com/video/asia...tive-citi-s-woods-pCBGbAktRN~apjsOHLe0gA.html

Asia's Outlook for 2014 Is Positive: Citi's Woods

http://www.uncommonwisdomdaily.com/just-how-hot-are-frontier-markets-ask-goldman-templeton-17688

Just How Hot are Frontier Markets? Ask Goldman, Templeton

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites.
 

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