sep
2020
Placera fondanalys – Leta efter de nya tillväxtmarknaderna
aug
2020
ACCA Rundabordssamtal ”Rebuilding a greener, more inclusive and prosperous recovery in Pakistan”
Tundras förvaltare Shamoon Tariq deltar i ett rundabordssamtal på temat ”Rebuilding a greener, more inclusive and prosperous recovery in Pakistan” organiserat av Association of Chartered Certified Accountants (ACCA) in Pakistan,…
aug
2020
Bloomberg: Pakistan Is The Hot Asian Stock Market Hungry for Foreign Cash
Pakistan’s key index is up 36% since March after rate cuts Tundra Fonder, FIM Partners boost allocation to Pakistan The rebound that’s helped make Pakistan equities Asia’s best performers since…
jul
2020
DeepDive: Mattias Martinsson | Investing in Pakistani Equities
On this episode, Mattias Martinsson (Chief Investment Officer at Tundra Fonder) outlines his bull case for Pakistan, his investing framework and his opinions on specific companies/sectors. Mattias is a frontier…
jul
2020
Ekonamik: Challenges and opportunities in Frontier Markets
”The less developed markets have had a rough time, despite their economies not necessarily being hit to the same extent as China, Europe or the USA. One of the drivers…
jul
2020
Sri Lanka Daily Mirror: Frontier market fund forecasts ‘lower-for-longer’ for Sri Lanka
Tundra Fonder says CB would be cautious to change course given the magnitude of crisis Says lower bond yields have swayed local investors towards equities Believes local investors to call…
jul
2020
Swedish Business Council in Pakistan: How is the economy and industry preparing for a post pandemic reality?
Tundra’s Shamoon Tariq participated and moderated an interesting discussion hosted by Embassy of Sweden in Pakistan and Swedish Business Council. The topic discussed is very important in a current situation…
maj
2020
EFN – Tillväxtmarknader med potential
EFN Marknad riktar blicken mot Afrika. Extra fokus blir det på kontinentens största ekonomi Nigeria samt Egypten och Sydafrika. Mathias Althoff, förvaltare på Tundra Fonder, bjuder på spännande aktiecase och…
apr
2020
EFN – Så klarar sig tillväxtmarknader i coronakrisen
EFN Marknad pratar om Corona-effekter i våra marknader med Tundras Mattias Martinsson, se inslaget här.
mar
2020
Unga Aktiesparare: Asiens nya tiger?
Vietnam är en kommunistisk enpartistat med brokig historia. Sedan landet började införa marknadsekonomi på 80-talet har tillväxten varit stark. Men det är först på 2010-talet som investerare har hittat hit…