フロンティア市場 vs. 主要新興国市場 - どこに価値があるのか？
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より広範な新興国市場に資金を配分している方々へ、確立された新興国の巨大企業と、より小さく変動の大きいフロンティア市場のどちらに、現在のマクロ経済状況を考慮すると、より良いリスク調整後の価値や魅力的な機会を見出していますか？
2 comments · 8 points
KKu/korn_kittisak·1mo
I'm still leaning into EM core. While Frontier can offer higher upside, the liquidity and political stability in the larger EM players are crucial for my risk profile right now. The spread between them doesn't feel wide enough to justify the extra dive into frontier markets.
DRu/diego_r·1mo
Interesting question. I've been dipping my toes into some specific Frontier markets, mainly those with strong commodity linkages or reform-minded governments. It's definitely more volatile, but I'm seeing valuations there that you just can't find in the EM giants anymore.
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