Nov
2017
MONTHLY DATA FRONTIER OPPORTUNITIES – OCTOBER 2017
EUR: Monthly Data Tundra Frontier Opportunities_CH_2017-10
Oct
2017
Monthly Comment Frontier Opportunities – September 2017
DISCLAIMER Capital invested in a fund may either increase or decrease in value and it is not certain that you will be able to recover all of your investment. Historical…
Oct
2017
Monthly Data Frontier Opportunities – September 2017
EUR: Monthly Data Tundra Frontier Opportunities_CH_2017-09
Sep
2017
Tundra Comment – Pakistan: Where do we go from here?
PAKISTAN – WHERE DO WE GO FROM HERE? Since the peak on May 24th earlier this year, the Pakistan equity market has corrected significantly. From peak to bottom the MSCI…
Sep
2017
Tundra case – Aisha Steel
Aisha Steel Mills Limited (ASML) bought on behalf of three of Tundra Fonder’s funds represents a sustainable mid-sized steel company in Pakistan. The case study establishes the global water, energy…
Sep
2017
Monthly comment Frontier Opportunities – August 2017
Sep
2017
Monthly data Frontier Opportunities – August 2017
EUR: Monthly Data Tundra Frontier Opportunities_CH_2017-08
Aug
2017
Holidays in our funds 1 & 4 Sept
Due to local holidays Tundra Pakistan and Tundra Frontier Opportunities will be closed for trading on Friday September 1st and Monday September 4th.
Aug
2017
Rising Powers – Investing in Iran, risks and opportunities
Rising powers interviews Tundras’ Johan Elmquist on the risks and opportunities of investing in Iran. Five years ago Iran was in deep international isolation, US and European imposed sanctions had largely…
Aug
2017
Monthly comment – July
The market MSCI Frontier Markets xGCC Net (SEK) fell 2.8% during the month, compared to MSCI Emerging Markets Net (SEK), which rose 2.1%. In local currencies, the asset class actually…