Main takeaways from our visits to Moscow and St Petersburg Russia remains at the top of the world’s low cost producers of oil (est. cost $4/barrel) and gas thanks to the decline in Ruble and revenue in US $. Given the massive devaluation of the Ruble, Russia is...
Positive results reported by Baghdad Soft Drinks FMG Iraq Fund has been investing in the Iraq Stock Exchange since 2010. One of our core holdings that we have held since inception is the remarkable Baghdad Soft Drinks, a PepsiCo International franchise. PepsiCo Inc is...
14-16 September 2016 Hilton London Canary Wharf, London Debating The Africa Growth Story At The Region’s Leading Asset Management Conference See article here...
Asia continued to rally in August on the back of post Brexit central bank stimulus with the Hang Seng China Enterprises Index up +6.5%, Hang Seng Index +5.0%, MSCI Asia ex Japan Index +3.1%, FTSE ASEAN +0.6%, and Thai SET Index +2.1%. Mekong Fund +2.2%. The post...
