May
2016
TUNDRA SUSTAINABILITY REPORT Q1 2016
In this quarterly report on Tundra’s ESG-related work we focus on water. We present an overall perspective on the situation in Pakistan, Sri Lanka and Vietnam together with a few examples…
May
2016
Investment Europe: “Tundra Fonder launches Vietnam office”
“Swedish emerging and frontier markets specialist Tundra Fonder has followed up its May 2014 launch of an actively managed Vietnam fund by opening an office in the country in Ho…
May
2016
Press release: Tundra Fonder launches Vietnam office
Tundra Fonder continues to expand into frontier markets, the new emerging markets. The asset manager now launches an office in Ho Chi Minh City, Vietnam. Duc Nguyen, with extensive experience…
May
2016
TUNDRA FONDERS MONTHLY UPDATE APRIL 2016
April was a positive month for frontier market (+2% in SEK terms) where the asset class outperformed emerging as well as developed markets. The positive development was broad based and…
May
2016
Tundra comment: MSCI upgrade, market update and travel journal
In June 2016 MSCI will decide whether to upgrade Pakistan to Emerging Markets status or not. We believe the risks are tilted to the upside. We explain our reasoning in…
Apr
2016
Holidays in the coming week
In the coming week Vietnam as well as Russia is closed on May 2nd and 3rd and there will be no trading in Tundra Vietnam Fund or Tundra Rysslandsfond on those dates….
Apr
2016
Vietnam closed on April 18th
On Monday April 18th the markets in Vietnam will be closed for Hung Kings Commemorations, hence no trading in Tundra Vietnam Fund that day.
Apr
2016
TUNDRA FONDERS MONTHLY UPDATE MARCH 2016
Hopes of commodities having troughed and dovish statements from the Fed boosted major emerging markets. Despite this, frontier markets did not join the bull run. MSCI Frontier Markets xGCC Net…
Mar
2016
TUNDRA FONDERS MONTHLY UPDATE FEBRUARY 2016
After a tough start of the year, frontier markets rose on a broad base in February. While emerging as well as developed markets fell in February, frontier markets rose 2%…
Feb
2016
TUNDRA FONDERS MONTHLY UPDATE JANUARY 2016
Frontier markets fell 3% (SEK) during the past month and hence outperformed emerging (-4%) and well as developed markets (-5%). Commodity exporters, primarily Nigeria and Argentina, suffered the most from…