Category Archives: News

Ukraine central bank asks police to shield sanctioned Russian-controlled banks from riots

By Andrei Skvarsky. The Ukrainian central bank has urged the police to make nationalist rioters stop forcibly disrupting the business of Ukrainian outlets of Russian state-controlled banks that have had sanctions imposed on them by Kiev for alleged support for Ukraine’s Moscow-backed separatist industrial east, and to prevent them from vandalising the lenders’ offices. Continue Reading

Apartment rents in Dubai, Abu Dhabi keep going down – Bayut

By Andrei Skvarsky. Last year’s decline in apartment rents in Dubai and Abu Dhabi has overall continued into 2017, though there were minor rises in January and February, according to Dubai-based real estate portal and private company Bayut.com, which argues that the real estate markets in both cities are by and large doing well. Continue Reading

Asia Frontier Capital (AFC) – February 2017 Newsletter

“While it might seem that anyone can be a value investor, the essential characteristics of this type of investor – patience, discipline, and risk aversion – may well be genetically determined.” – Seth Andrew Klarman is an American value investor, hedge fund manager, philanthropist, in the hedge fund manager hall of fame, and founder of… Continue Reading

China finance minister says govt debt risks under control

By Andrei Skvarsky. China’s finance minister has put the total debt ratio of the country’s central and local governments at 36.7 per cent, arguing that this level is not high and will not change much by the end of 2017, that government debt risks are controllable, and that the government still has room for borrowing. Continue Reading

Asia Frontier Capital (AFC) – January 2017 Newsletter

“What you pay for an investment is the single biggest determinant for how successful that investment will be. When equity prices are high, your returns will be lower. When they are cheap, your returns will be higher.” – Barry Ritholtz AFC Funds Performance Summary The team at Asia Frontier Capital would like to wish all… Continue Reading

Asia Frontier Capital (AFC) – November 2016 Newsletter

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.“ – Paul Samuelson, Nobel Laureate, American Economist AFC had another great month with all funds recording positive returns in November 2016 with the AFC Asia Frontier Fund and the AFC Vietnam Fund… Continue Reading

VACANCY – Corporate Credit Emerging Markets Fundamental Analyst – New York

My client is a 3 billion multi-strategy credit-oriented NY investment firm that manages hedge funds, private equity funds and alternative investment accounts. The firm was founded in 2003 and has 50 employees. Ideal Profile (approx. 3-5 years of experience) Corporate Credit Emerging Markets Fundamental Analyst 1-  Corporate Credit background – Sovereigns, corporates, macro, FX, equity… Continue Reading

Asia Frontier Capital (AFC) – October 2016 Newsletter

AFC Funds Performance Summary Now that the race for the Presidency of the United States of America is concluded, many analysts are pondering the possible consequences of the outcome of the election for their investments and how to best position investment portfolios for return maximization or risk management. As the US is the most important… Continue Reading

Asia Frontier Capital (AFC) – September 2016 Newsletter

AFC Funds Performance Summary September has been another good month for AFC. The AFC Asia Frontier Fund returned +2.3%, up for the seventh month in a row to a new all-time high, bringing the year to date performance to +14.2%. At the same time, the MSCI Frontier Markets Asia Index was down by -0.5% for… Continue Reading

Asia Frontier Capital (AFC) – August 2016 Newsletter

  “Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can’t produce a baby in one month by getting nine women pregnant.” – Warren Buffet AFC Funds Performance Summary The AFC Asia Frontier Fund has recorded its 6th month of positive performance in… Continue Reading