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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Emerging and frontier markets are attractive. It is time to become bullish!

Emerging and frontier markets are attractive. It is time to become bullish!

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VALUEPICK

VALUEPICK
Expert
Expert
In china, there are opportunities in consumer staples (food and beverages). Another one to watch is Russia. If they find some solutions to Ukraine crisis there will be value opportunities in Russia. Indian and Pakistan markets also have some value opportunities.

Number one attractive undervalued frontier market now in Asia is Sri-Lanka.  South Asia will have one of the highest growth rates in the coming years. Sri-Lankan market could have strong breakout at any time and after that we should see next  phases of current bull market. Transition of power is very smooth in Sri-Lanka. This brings confidence among investors.

Meanwhile China made a stock market history having $6.5 trillion China rally and Athensstock market (Greece) surged more than 6%.



Last edited by VALUEPICK on Fri Jun 12, 2015 12:08 pm; edited 1 time in total

nimantha80


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
meanwhile in Sri lanka market is artificially kept low.

VALUEPICK

VALUEPICK
Expert
Expert
Some other markets such as India, Pakistan, Japan and China had more volatility and pullbacks than CSE during last one to two years. However these short term trend couldn’t; stop their roaring bull markets. Sri-Lankan bull market is still young. 

VALUEPICK

VALUEPICK
Expert
Expert
http://internationalbanker.com/world-news/investing-in-frontier-markets/

Investing in frontier markets

VALUEPICK

VALUEPICK
Expert
Expert
http://www.morningstar.co.uk/uk/news/138897/where-are-the-investment-opportunities-in-frontier-markets.aspx

Levy: Look, it's always difficult to give short-term forecasts for market directions, but our belief is that frontier markets in the medium to long-term are an incredible exciting opportunity, probably one of the best opportunities in public equities. They not only give you diversification, they give you currently pretty cheap valuations.
 
Frontier markets are trading on a forward P/E of around 9 times, which is far, far lower than emerging and developed markets. We're seeing political reform in frontier markets.
 
Whilst there are political issues, there's very strong reform agendas in markets like Pakistan, Nigeria, Sri Lanka. On top of that, and ultimately why we want to invest in frontier markets is growth and there are fantastic structural growth opportunities in frontier markets.
 
 I mentioned mobile money transfers, but it's also true in education, in healthcare, in the consumer space we're finding a plethora of stock-specific opportunities that we think will be long-term winners. So we have a very optimistic view of frontier markets. 

VALUEPICK

VALUEPICK
Expert
Expert
http://news.investors.com/investing-mutual-funds/062515-759035-grantham-and-kelly-deliver-morningstar-keynotes.htm

The formal portion of the 27th annual Morningstar Investment Conference, in Chicago, began with a Wednesday keynote presentation by Jeremy Grantham, in which the founder and chief investment strategist of Boston-based Grantham, Mayo, Van Otterloo warned of an emerging bubble.
 
Grantham is well-known for identifying speculative market bubbles as they were still taking shape, then taking clients' assets to the exits before those investors suffered bruising losses.
 
He did that with Japanese stocks in the late 1980s and with technology stocks in the late 1990s.
 
On Wednesday he warned that the stock market is overheating and heading toward a bubble.
It's not there yet, he said. But watch out for the market climbing two standard deviations above its norm, Grantham said.
 
Bubbles eventually collapse because asset class performances always revert to their historical means from either highs or lows, Grantham holds.
 
He referred to the two-standard-deviation threshold as a "2-sigma event."
In his May newsletter Grantham noted that a 2-sigma event would put the S&P 500 at 2250, or 7% above its current 2102.
 
In addition, Grantham, a longtime critic of the Federal Reserve's low-rate policies, said the Fed's easy-money policy has made it easy for corporate leaders to buy back their companies' stock instead of investing that capital.
 
A buyback is safer, he said. And it lifts the value of the executives' stock options by pumping up share prices.
 
Fed policies have made it "desperately appealing" to borrow money to do buybacks, he said.
Diverting money from capital investments creates a drag on economic growth, he added.
He also said he expects the bull market to continue until at least the next election.
 
David Kelly, chief global strategist and head of the global market insights strategy team for JPMorgan Funds, delivered the Thursday morning keynote.
 
Kelly addressed several reasons many investors have grown increasingly bearish. His bottom line was that stocks remain attractive to him despite such worries as the impact of an interest rate hike by the Fed and low-priced oil's negative impact on earnings in the energy sector.
 
Technology and financials are the sectors likeliest not to be hurt by rate hikes, he added.
"It's still time to invest," he said.
 
Kelly also said investors should not overlook the possibility that the Fed may start to raise rates sooner than many now expect.
 
Frontier Markets
 
In a breakout session devoted to frontier markets, panelist Laura Geritz said location is a key driver of several attractive markets. Geritz is lead manager of Wasatch's $1.2 billion Frontier Emerging Small Cos. and $458 million International Opportunities . Sri Lanka and Vietnam benefit from their proximity to customers in India and China.

Taizo Ishida, a manager of $999 million Matthews Asia Growth , said many frontier market companies are bolstered by having home markets to themselves. Geritz also said corporate executives in leading frontier market companies tend to respect capital because it is scarce in their locale. She does not like to rely on major frontier market indexes because they are concentrated in too few countries.

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