A Unique Opportunity in Frontier Markets

Presented by

Zin Bekkali, Daniel Broby and Baldwin Berges

About this talk

Frontier markets have shown remarkable resilience during the recent global economic downturn and have in line with their emerging markets peers sustained their long term convergence trend. African, Arab and Asian frontier countries are increasingly able to strengthen their competitive advantages and carve out a place in the global economy. The case for frontier markets is however not well understood and many of these markets are selling today at significant valuations discounts in comparison with the rest of the world. This is evident across asset classes and can be showcased when looking at dividend yields which are typically twice the global average or interest rate spreads which are still pricing in a very high risk premium. This paradox of above average growth and valuation discounts, represents a unique window of opportunity for investors to start looking at these markets. The capital markets in frontier markets are relatively young but are relevant for investors. Their combined market capitalization is bigger than many of the favourite emerging markets and the fixed income universe has reached critical size. Silk Invest is built around the conviction that the world is turning upside down and that investors should add frontier markets to their portfolios. Silk Invest will host this webcast to share its views on the markets and showcase its approach to get access to the best investment opportunities. Silk Invest Limited is a specialist fund manager focused on the last frontiers in emerging markets. Its investment approach is built on local understanding of these markets and its diversified portfolios have delivered strong risk adjusted returns. Its team consists of 25 experienced investment professionals from 15 different countries in Africa, Middle East, Asia and Europe.

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