Category Archives: Views

Asia Frontier Capital (AFC) – June 2017 Newsletter

AFC Funds Performance Summary Rallies in frontier markets and emerging markets continued in June 2017 as the MSCI Frontier Markets Asia Net Total Return USD Index added +3.1%, while the global MSCI Frontier Markets Net Total Return USD Index returned +0.6% and the MSCI Emerging Markets Index Net Total Return Index rallied +1.0%. Worldwide, developed… Continue Reading

GUEST POST: Two events just hinted at explosive growth ahead

By Capitalist Exploits. Last Monday the administrators were called into Paladin Energy. Paladin if you’re not familiar is (or should I say was) a uranium producer. Bankruptcies happen all the time, so why should we care? Well, for starters Paladin wasn’t just any company. It was a previous market darling in the last uranium bull… Continue Reading

GUEST POST: THIS is how China is increasing global power

By Capitalist Exploits. In the movie The International Clive Owen plays the part of Louis Salinger, an Interpol agent trying to bring down the world’s largest bank. In this clip a banker explains things to him: Umberto Calvini: [In explaining the “true” nature of banking in the world] “The IBBC is a bank. Their objective isn’t to… Continue Reading

GUEST POST: Mr Creosote is full

By Capitalist Exploits. Maitre D’: “And finally, monsieur, a wafer-thin mint.” Mr Creosote: “No.” Maitre D’: “Oh, sir! It’s only a tiny little thin one.” Mr Creosote: “No. F**k off. I’m full…” [Belches]Maitre D’: “Oh, sir… it’s only wafer thin.” Mr Creosote: “Look – I couldn’t eat another thing. I’m absolutely stuffed. Bugger off.” Maitre D’: “Oh, sir, just… just one…” Mr… Continue Reading

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

GUEST POST: Ten things to consider for real estate investment

By Joanne Davidson.* Investing your money into real estate could be exciting, but if you’re new to the game, proceed with caution. If you get things right, you could hit the jackpot, but if you don’t think things through, you could face a lot of losses. Properties usually cost around six digits. Before you invest… Continue Reading

GUEST ARTICLE: The Pros and Cons of Investing In Property in the UK

By Maise Hunns, a British journalist writing on business, property and finance. Investing in property is always a gamble but there are pros and cons to everything. So if you’re thinking of investing in commercial property in Peterborough or anywhere else in the UK, there are a number of things you need to consider first. 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

Bryn Mawr Trust CIO talks about Trump-era investment landscape

The US presidential and congressional elections ushered in a new set of variables for investors to consider, according to Ernest E. Cecilia, CFA, chief investment officer at Bryn Mawr Trust and a speaker at the marcus evans Private Wealth Management Summit Spring 2017, taking place at the Ritz-Carlton Orlando, Grand Lakes, in Florida on June 4-6. In this environment,… Continue Reading

EXCLUSIVE: Sun Global chief says US shale oil a threat to OPEC influence

By Andrei Skvarsky. Sun Global Investments chief executive Mihir Kapadia argues that the current decline in the oil price is largely the result of growing shale oil production in the United States and that the US shale industry’s performance may undermine the influence of the Organization of the Petroleum Exporting Countries (OPEC). 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

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

The Trump Effect: What New Opportunities It Can Open For Business

Donald Trump is now the President of the United States. It is time for him to put turn his campaign promises into reality, and while that comes with several implications, some of the most positive implications are reserved for business. While there have been concerns surrounding a potential conflict of interest, the market seems to… 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