Category Archives: News

Asia Frontier Capital – May 2017 Newsletter

“Risk comes from not knowing what you’re doing. – Warren Buffet AFC Funds Performance Summary   May 2017 was characterized by a strong performance for emerging markets and for a number of frontier markets in our universe as well. Developed markets were also mainly positive with the S&P 500 Index up +1.2%, though the Nikkei… Continue Reading

Moscow Exchange happy with its 2016 record

By Andrei Skvarsky. Moscow Exchange, the company managing Russia’s main securities, money and precious metals exchange, has expressed satisfaction with its own corporate performance last year and with the volumes of trade it hosted in 2016. Continue Reading

Asia Frontier Capital (AFC) – March 2017 Newsletter

March 2017 was generally a mixed month for world markets with some markets giving back part of their gains from earlier this year, including the Dow Jones Index (−0.7%), the Nikkei 225 (−1.1%), and the Shanghai Composite Index (−0.6%). In contrast, other markets continued ahead, such as the Euro Stoxx 50 Index which rose by… Continue Reading

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