16
Jun
2017
News, Pakistan, Reports, Sustainable, Vietnam
Frontier Markets – Where will you be invested in three years?

On June 1st, Pakistan was formally upgraded to emerging market status by MSCI. In June 2018, Argentina is a probable upgrade candidate and in 2-3 years it is realistic that…

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8
Jun
2017
News, Reports, Sustainable, Vietnam
Tundra Focus – Views on ESG in Vietnam

Since we opened our office in Ho Chi Minh City last year, several of us from Tundra have had the opportunity to visit Vietnam. This report gathers some of our impressions on ESG-related…

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27
Jan
2017
News, Reports
Tundra Case – Daewoo Express Bus Services

This case report on Daewoo Express Bus Services, the largest and one of few organized transportation companies in Pakistan, describes an investment where the business case is very closely linked…

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15
Dec
2016
News, Reports
Tundra Christmas Donation 2016

It has become somewhat of a tradition for Tundra to every year in December make a small financial contribution that benefits the disadvantaged and the vulnerable in society. The main…

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4
May
2016
News, Reports
Tundra comment: MSCI upgrade, market update and travel journal

In June 2016 MSCI will decide whether to upgrade Pakistan to Emerging Markets status or not. We believe the risks are tilted to the upside. We explain our reasoning in…

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28
Jan
2016
News, Reports
Report from Tundra Sustainable Forum in Karachi

In December, Tundra together with the Karachi Stock Exchange arranged Tundra Sustainable Forum in Karachi, Pakistan, a conference on sustainable investments. With delegates from a majority of the top-100 listed…

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21
Dec
2015
News, Reports
Travel Journal Nigeria

Earlier this year part of Tundra’s portfolio management team visited Nigeria. Despite being the largest economy in Africa, few foreign asset managers have yet invested in the country. In our travel journal,…

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29
Jul
2015
News, Reports
Travel Journal from Morocco

During the spring, two of Tundra’s portfolio managers have been travelling around in several African countries in order to visit current and potential investments. It became an extensive trip with…

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17
Jul
2015
News, Reports
Pakistan and the Iran deal

After 18 long days of intense discussions, Iran and the international community finally reached a landmark agreement, which is likely to lift the UN sanctions on Iran. Pakistan, as a…

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8
Jul
2015
News, Reports
Travel journal from Kenya
During the spring, two of Tundra’s portfolio managers have been travelling around in several African countries in order to visit current and potential investments. It became an extensive trip with...
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