The Asia Frontier Fund USD A-shares lost -2.3% in December 2017, finishing the year with a performance of +0.2%. The fund underperformed the MSCI Frontier Markets Asia Net Total Return USD Index (+6.1%) the MSCI Frontier Markets Net Total Return USD Index (+3.1%), and...
Asian Markets rose in December, with the Hang Seng Index +2.5%, MSCI Asia ex Japan Index +2.5%, MSCI AC ASEAN +4.3%, Thai SET Index +3.5%. Mekong Fund gained +2.4% As we look forward to 2018, with stock valuations riding high, easy gains are probably behind us....
The Federal Reserve (Fed) raised its target rate by 0.25% to 1.5% in December, in a decision taken with a majority of 7-2. The median “dot plot” showed an unchanged expectation for three further rate hikes in 2018. Two-year treasury yields continued to climb, by 10...
The Vietnam Fund gained +1.5% in November with a NAV of USD 1,853.86, bringing the net return since inception to +85.4%. This represents an annualised return of +17.0% p.a. The November performance of the Ho Chi Minh City VN Index in USD was +13.5% while the Hanoi VH...
Asian Markets rose in November, with the Hang Seng Index +3.3%, MSCI Asia ex Japan Index +0.6%, MSCI AC ASEAN +1.8%, Thai SET Index +0.4%; Knight Mekong Fund -0.3%. As we look forward to 2018, with stock valuations riding high, easy gains are probably behind us....
