Jun
2016
Tundra Comment – Naira devaluation
Nigeria has expressed its intentions to let the market determine the value of the Naira starting Monday June 20th after 15 months of a central bank kept rate at 197…
Jun
2016
Bloomberg TV – interview with Mattias Martinsson
Mattias Martinsson joins Bloomberg TV to talk about the investment case for Pakistan. Scroll to 30:25 if you don’t have time to watch the entire show here.
Jun
2016
Investment Europe: “MSCI EM changes good for Pakistan – Tundra”
Investment Europe writes about the MSCI upgrade of Pakistan to Emerging Market. Read the article here.
Jun
2016
TUNDRA FONDERS MONTHLY UPDATE MAY 2016
Return wise, May was a strong month for frontier markets (+6.5% in SEK). Nigeria as well as Kazakhstan outperformed rising 20%. Year-to-date frontier markets have returned 5%, outperforming emerging (+1%)…
May
2016
Holiday May 30th in Nigeria & Storbritannien
Monday May 30th the exchanges in Nigeria and U.K are closed due to Democracy Day and Remembrance Day respectively. No trading in Tundra Nigeria Fund or Tundra Rysslandsfond on this date.
May
2016
TUNDRA SUSTAINABILITY REPORT Q1 2016
In this quarterly report on Tundra’s ESG-related work we focus on water. We present an overall perspective on the situation in Pakistan, Sri Lanka and Vietnam together with a few examples…
May
2016
Investment Europe: “Tundra Fonder launches Vietnam office”
“Swedish emerging and frontier markets specialist Tundra Fonder has followed up its May 2014 launch of an actively managed Vietnam fund by opening an office in the country in Ho…
May
2016
Press release: Tundra Fonder launches Vietnam office
Tundra Fonder continues to expand into frontier markets, the new emerging markets. The asset manager now launches an office in Ho Chi Minh City, Vietnam. Duc Nguyen, with extensive experience…
May
2016
TUNDRA FONDERS MONTHLY UPDATE APRIL 2016
April was a positive month for frontier market (+2% in SEK terms) where the asset class outperformed emerging as well as developed markets. The positive development was broad based and…
May
2016
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…