Thursday 13, February 2014 by Matthew AmlĂ´t

Performance of frontier markets in 2014 will be driven by domestic, rather than global elements

“In our view, investors are continuing to realise the appeal of frontier markets and the strong potential that they offer. This potential has two elements to it, the first being the long-term growth potential offered by such elements as strong demographic trends, large resource potential, and the scope for increased consumption of goods, products and services. The second element is one of valuation, since although the asset class enjoyed a good year in 2013, we believe that it is still attractive, especially given the return profiles of a number of companies within this arena.

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