7 reasons to consider investing in small EM and Frontier

  • (1) Macroeconomic silver linings in the crisis, (2) Macro benefits of a changing world, (3) Structural growth endures,

  • (4) Taboo reforms revisited, (5) Disruptive wars unlikely, (6) Cheap value, (7) Idiosyncratic stock markets.

  • Caveats: allocation should be multi-year (not daily liquidity) and off-the-shelf benchmark indices are of little use
April 14th, 2020
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