I recently came across an article on frontier markets in which Franklin Templeton’s Carlos von Hardenberg, the deputy manager of the $1.2bn Templeton Frontier Markets fund  stated that for sky-high returns investors should consider frontier markets. According to him, investors focusing on just the emerging markets for growth are missing the opportunities in frontier markets. However this trend seems to …

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The investable universe in Africa is listed in the graphs below: Click to enlarge Source: Africa’s Investable Universe, Nick Ndiritu, Allan Gray Asset Management, South Africa The aggregate market capitalization of all African markets excluding South Africa as shown in the first graph is about US$250 billion, or about 20% of GDP. In many countries a …

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I came across this interesting map of Africa. Click on the map below to see another map of Africa that compares the size of this vast continent to other continents/countries.

Among the frontier markets, investors have often overlooked the Philippines. With a population of about 91 million and a stable manufacturing and service-based economy, the country offers several good investment options. Goldman Sachs included Philippines in its “Next Eleven” list of countries. This year the economy is projected to grow 3.6%. Some of the reasons …

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