Jun
2016
Tundra Comment – Naira devaluation
Nigeria has expressed its intentions to let the market determine the value of the Naira starting Monday June 20th after 15 months of a central bank kept rate at 197…
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
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…
Feb
2016
TUNDRA SUSTAINABILITY report Q4 2015
In the ESG report for the fourth quarter of 2015 we go through a couple of changes in the portfolio holdings as well as the carbon footprint for some of…
Jan
2016
Report from Tundra Sustainable Forum in Karachi
In December, Tundra together with the Karachi Stock Exchange arranged Tundra Sustainable Forum in Karachi, Pakistan, a conference sustainable investments. With delegates from a majority of the top-100 listed companies in…
Dec
2015
Resedagbok Nigeria
Earlier this year part of Tundra’s portfolio management team visited Nigeria. Despite being the largest economy in Africa, few foreign asset managers have yet invested in the country. In our travel journal,…
Dec
2015
Tundra Sustainability report Q3 2015
Tundra’s Sustainable Frontier Fund is a unique approach to incorporate international standards of ESG metrics with investments on the developing markets. Read our first Sustainability report here.
Jul
2015
Travel Journal from Morocco
During the spring, two of Tundra’s portfolio managers have been travelling around in several African countries in order to visit current and potential investments. It became an extensive trip with…
Jul
2015
Pakistan and the Iran deal
After 18 long days of intense discussions, Iran and the international community finally reached a landmark agreement, which is likely to lift the UN sanctions on Iran. Pakistan, as a…
Jul
2015
Travel journal from Kenya