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Articles tagged as "Vietnam"

Frontier Markets Equity Fund: When fear dominates pricing, value emerges

By Varshan Maharaj on 07 Oct 2026

Reading time: 3 mins

Geopolitical uncertainty and negative news flow continue to create volatility across frontier markets. Varshan Maharaj explains how the Allan Gray Frontier...

Finding value in Southeast Asia’s frontier markets

By Varshan Maharaj on 08 Apr 2025

Reading time: 3 mins

Global investors continue to shy away from frontier markets in their numbers, leaving a number of undervalued, attractive ideas for those who are willing to ...

Investment notes from the frontier

By Grant Pitt on 20 May 2024

Listening time: 51 min

Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency...

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