Jul
2017
Monthly comment – June
The market MSCI Frontier Markets xGCC Net (SEK) fell 1.5% and MSCI Emerging Markets Net (SEK) fell 2.1% during the month. In local currency, we saw marginally rising share prices,…
Jul
2017
TUNDRA FONDERS MONTHLY UPDATE JUNE 2017
The appreciating Swedish krona resulted in frontier markets ending June at -1.5% in SEK terms. In USD terms, the asset class (MSCI Frontier Markets xGCC Net) however rose by 1.5%….
Jun
2017
Trading holidays due to midsummer and Eid al-fitr
Jun
2017
Frontier Markets – Where will you be invested in three years?
On June 1st, Pakistan was formally upgraded to emerging market status by MSCI. In June 2018, Argentina is a probable upgrade candidate and in 2-3 years it is realistic that…
Jun
2017
TUNDRA FONDERS MONTHLY UPDATE MAY 2017
May turned out to be an eventful month for frontier markets and the asset class ended the month at +4.1% (SEK). Africa outperformed during May and Nigeria rose by 15.7%…
Jun
2017
MONTHLY COMMENT- MAY
THE MARKET The month was dominated by two key events – the MSCI Emerging Market upgrade and the last federal budget of the current government. Surprisingly, both surprised the market….
Jun
2017
MONTHLY COMMENT- MAY
THE MARKET MSCI Frontier Markets xGCC Net rose 2.4% (EUR) during the month, compared with MSCI Emerging Markets Net, which fell by 0.2%. The market was driven primarily by Nigeria…
Jun
2017
Tundra Focus – Views on ESG in Vietnam
Since we opened our office in Ho Chi Minh City last year, several of us from Tundra have had the opportunity to visit Vietnam. This report gathers some of our impressions on ESG-related…
Jun
2017
BBC: The man who took a chance on Pakistan
BBC talks to Tundra’s Mattias Martinsson about Pakistan and its future opportunities. Read the article here.
May
2017
Investment Europe: Tundra appoints new board members
Investment Europe writes about our new Board members. Read the article here.