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Busting The Frontier-Market Myths

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Posted by Mark Mobius and Carlos Hardenberg - Franklin Templeton Investments

on Friday, 02 June 2017 08:56

Phu Quoc Vietnam Sunrise Boat LeadingAlthough frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities. Here, I’ve invited my colleague Carlos Hardenberg, senior vice president and director of frontier markets strategies at Templeton Emerging Markets Group, to outline some of the opportunities he sees in these dynamic markets and debunk some of the urban myths.

There are a number of urban myths about frontier markets (the less-developed subset of the emerging-market universe). We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives.

We believe conditions are now ripe for a re-evaluation of this important niche. There are some very compelling reasons why many investors might want to take another look at frontier markets today. These can be summed up as the following, which I will delve into further.

 

  • Expectations for robust economic growth
  • Continued macro development
  • Deep discounts in valuations
  • Low correlations

 

Busting the Urban Myths

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