Frontier markets analysis is one of my strengths. Last year, I decided to invest in Pakistan and this market has done well in 2014. For the Karachi Stock Exchange 100 Index (KSE100), it has surged 7.38% For the Pakistan Rupee (PKR-USD), it has surged 6.32% These come up with about 13.7% combined return so far. Pakistan is rising foreign reserves and improving economy buoyed investor confidence. The economy should meet the target of 4.4% expansion in the year ending June 30 (prior periods 3.6% growth). For its Rupee, its foreign-exchange reserves have a huge hand in this and the further inflows are expected (will rise to about $16 billion by December 2014). A warning that I need to point out, and that is Pakistan is a VERY VERY RISKY MARKET to invest due to its political matters and the cap-size of its stock market. I may leave this market at anytime if I feel this market goes wrong. If you want to invest in any frontier market, make sure your money has no where to spend. Frontier markets are more risky than the emerging markets. Developed Markets --> Developing Markets --> Emerging Markets --> Frontier Markets -->
Posted on: Sat, 15 Mar 2014 08:11:34 +0000