Frontier and emerging markets

[MARKETWINNER]

The IMF expects Mongolia to be the fastest-growing economy in the world over the next decade.

We can see some funds are flowing into frontier markets such as Sri-Lanka, Qatar, Nigeria and Bangladesh. Pakistan market became one of the best markets in the world in 2013 and still it has a leg. Vietnam and UAE market too did well in 2013. On the other hand we didn't see any meaningful rally in both Sri-Lankan and Bangladesh markets in 2013 except in few selected stocks. One positive factor in Sri-Lankan market is their interest rates are falling. As a result of this their stocks are more attractive than bonds and treasury bills now. Still I am learning about some markets.

According to following link Milford Fund is more excited about Frontier markets. It is very interesting.

http://www.odt.co.nz/news/business/290186/frontier-markets-gathering-pace

Frontier markets gathering pace

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.

 

[MARKETWINNER]

Where can we expect bull market in 2014 and 2015?

Finally could we expect bull market in Bangladesh after under-performing other markets in Asia Pacific region in 2012 and 2013?

http://www.dsebd.org/index.php

Could we expect bull market in Sri-Lanka too in 2014 and 2015?

http://www.ft.lk/2014/02/07/2014-turning-point-for-lankas-equity-market-michael-preiss/

2014 turning point for Lanka’s equity market: Michael Preiss

What about Estonia?

http://www.bloomberg.com/news/2014-...-affirmed-by-s-p-on-gdp-outlook-finances.html

Estonia’s Credit Rating Affirmed by S&P on GDP Outlook, Finances

What about Indian market testing all time high again?

http://online.wsj.com/news/articles/SB10001424052702304137304579291821969478830

Indian Stock Market Set to Climb in 2014

What about Pakistan? Will it repeat the bull into 2014?

Will Philippine market test their all time high again? Will it repeat the bull into 2014?

http://www.interaksyon.com/business...000-mark-after-wall-st--gains-bsp-holds-rates

PH stock market returns above 6,000-mark after Wall St. Gains, BSP holds rates

Mark Mobius experienced investor is also bullish on some emerging and frontier markets.

Have a nice day!

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

 

[MARKETWINNER]

Dubai was one of the world's best-performing markets. The UAE and Qatar are now trading at a 40 percent premium to emerging markets in general, compared with a 50 percent discount a couple of years ago. Foreign investors have already started to decrease their exposure to these overvalued markets. Inflows appear to be continuing in the other frontier markets now. Indian market too could have correction during next 18 months or so. Bull markets are moving one place to another gradually. Similarly market corrections are moving from one place to another. Still there are opportunities in undervalued global markets and markets which are trading discounts to overvalued markets.

http://blogs.wsj.com/frontiers/2014...-as-china-clashes-spooked-domestic-investors/

Vietnamese Stocks Dived as China Clashes Spooked Domestic Investors

http://www.arabtimesonline.com/News...l-runs-may-end-with-MSCI-upgrade/Default.aspx

AE & Qatar Bull Runs May End With MSCI UpgradeForeigners Already Cutting Dubai Exposure: Data

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

 

[MARKETWINNER]

http://www.ft.com/intl/cms/s/0/2bfd1442-006d-11e4-9a62-00144feab7de.html#axzz36Lk8L7Nx

Look for value trades in emerging markets

http://www.investmentweek.co.uk/inv...8/t-rowe-price-launches-frontier-markets-fund

T. Rowe Price launches frontier markets fund