Frontier Market

Finding value as “market” valuations become overstretched in 2013

by Ashik Shah on 30 April 2013

Markets become nervous about emerging markets while underlying businesses progress in 2012

by Ashik Shah on 31 July 2012

US Financials unloved and substanitally below instrinsic and liquidation values in 2011 and 2012

by Ashik Shah on 31 January 2012

Jacarandas, Big African Skies and Secular Growth at last in 2010

by Ashik Shah on 1 November 2010

Post-Crisis South East Asia – 2010

by Ashik Shah on 1 April 2010