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 Sustainable Frontier – August 2017
Sep
2017
Monthly comment Frontier Opportunities – August 2017
Sep
2017
Monthly data Sustainable Frontier – August 2017
SEK: Monthly Data Tundra Sustainable Frontier_ENG_2017-08
Sep
2017
Monthly data Frontier Opportunities – August 2017
SEK: Monthly Data Tundra Frontier Opportunities_ENG_2017-08 USD: Monthly Data Tundra Frontier Opportunities_USD_2017-08
Aug
2017
Holidays in our funds 1 & 4 Sept
Due to local holidays Tundra Pakistan, Tundra Frontier Opportunities, Tundra Sustainable Frontier and Tundra Frontier Africa will be closed for trading on Friday September 1st and Monday September 4th. On Monday Tundra…
Aug
2017
Rising Powers – Investing in Iran, risks and opportunities
Rising powers interviews Tundra’s 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…
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…