August ended as the third month this year with negative returns from the frontier markets (excluding the Middle East) as MSCI Frontier Markets xGCC fell 1.1% in SEK. Individual countries…

Due to National Day celebrations the Vietnam Stock Exchange and Tundra Vietnam Fund will be closed for trading September 1st and 2nd.

Due to National Day celebration,s the Pakistan Stock Exchange and Tundra Pakistanfond will be closed for trading on August 14th.

Given today’s sharp fall in the equity market, we have published a short comment on the current political turbulence and our thoughts going forward. Read our comment here

• Another month of outperformance for Frontier and Emerging markets compared to Developed markets. Chinese H-stocks stood out, rising 11% during the month. • Russia was the exception, falling 6%…

Tundra Fonder is continuing to expand and has recently recruited in Stockholm and Karachi. Mats-Olof Engarås will be responsible for institutional clients at the Stockholm office and Rashmina Lalani has…

Due to bank holidays in Pakistan, Tundra Pakistanfond is closed for trading July 25th and July 29th – August 1st. Nigeria is closed for bank holidays July 29-30 and Tundra…

• Emerging markets continued to deliver positive return for a fifth month in a row (MSCI Emerging Markets +3.2% in SEK). A streak of similar length has not happened since…

Bloomberg writes about the changes in consumption patterns in Nigeria. Read the article here.

During the past month we launched a new fund, Tundra Vietnam Fund, Scandinavia’s first actively managed Vietnam fund. The fund gave a return of 7.3% (SEK) since inception. We have…