Practitioners’ Insights: Frontier Markets in Asia: A Growth Story for the Next Decade

Overview

In capital markets, discovering an underappreciated asset is often the first step toward making a good investment decision.  This webinar will explore the Asian frontier markets, define their distinct investment profile, and examine why these economies represent a compelling frontier for growth. The speaker will explore the core macroeconomic drivers and demographic trends powering these markets and major sectors across the region. He will also explain which evaluation framework should be used to assess these markets. The discussion will be highlighted by a deep dive into the economies of Vietnam, Uzbekistan, and Oman, each of which has been propelled by distinct geopolitical dynamics, trade realignments, and structural economic reforms.

This webinar will examine the nuances of active management in underresearched markets. This discussion contrasts the hands-on nature of frontier market equity research with traditional emerging market analysis, for which institutional coverage is often available on a large set of stocks. Attendees will gain practical insight into navigating foreign exchange, corporate governance, and local liquidity, while also discovering what it takes to conduct on-the-ground due diligence and build expertise in attractive frontier markets.

This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live or watched the recording on your own time, you may self-report this activity in your tracker. 

Learning Outcomes

• Learn to identify the Asian frontier markets, discuss ways investors should think about their investment decisions, and identify the key parameters they need to evaluate while making investments in these markets. 
• Understand why we should focus on or invest in Asian frontier markets. Learn about some of the key economic opportunities in Asian frontier markets.
• Compare equity research in Asian frontier markets with equity research in emerging markets.
• Review the peculiarities of investing in or meeting companies in Asian frontier countries.
• Identify the countries that stand out among frontier markets because of certain economic or geopolitical trends (e.g., Oman, Uzbekistan, and Vietnam). 

Date and Time

Speakers