Investment in Africa Increases Through Frontier Funds

Gavin Serkin, founder of the Frontier Funds consultancy, agrees, saying: “It is disappointing that a pan-Africa fund is capitulating just at a time when the region’s equity markets are finally gaining momentum.”

The MSCI Frontier Markets Africa index rose by 26 per cent in 2017, but had fallen in each of the previous three years. Investors are also increasing investment in Africa via global frontier funds, rather than dedicated Africa funds, according to experts.

Mr Serkin says: “A lot more money is now flowing through into Africa along with other regions via frontier funds. Frontier markets funds have increased assets six-fold, rising to €7.9bn from €1.3bn in 2010, according to Broadridge data.

Mr Serkin says: “It makes sense that investors interested in Africa would also be interested in the opportunity from the emerging consumer [in other regions]. “It helps to reduce the political risks associated with any one region and there’s also a relative value play that benefits from playing sectors in one geography off another,” he says

BLOOMBERG HT

Frontier Funds Managing Editor Gavin Serkin explains the Emerging Markets Outlook on Bloomberg HT TV

(In Turkish) Click on centre, then lower left buttons

Why Bitcoin Is Right at Home in Emerging Markets

To Wall Streeters, Bitcoin may look like tulip bulbs for millennials, but for long-suffering citizens of Venezuela or Zimbabwe, the cryptocurrency is emerging as a lifeline. In those countries, where the currencies really are fiat and hyperinflation eats a paycheck in a matter of days, Bitcoin’s funky, invisible peer-to-peer regulatory backbone can seem safe by comparison. “We’re seeing an uptake of millions of bolivars a week,” says Gavin Serkin, managing editor of Frontier Funds Media & Intelligence, a London-based consultancy. In a country like Venezuela, “it’s a good alternative to hoarding TV sets and other stuff you don’t need.

Frontera

NEW YORK TIMES CITES FRONTIER FUNDS

“In places like Europe, the U.K. and the U.S., you have lots of risks but no reward,” said Gavin Serkin, an emerging-markets expert at Frontier Funds, a consulting firm based in London. “In the developing world, you have risks, but at least you are getting paid for it.”

FT-Review

FINANCIAL TIMES BOOK REVIEW

Is Nigeria Really the Most Attractive Frontier Market
“…as a book on emerging markets, Serkin certainly set the standard with Frontier. Written from firsthand experience, it is laced through with the insights of fund managers who invest billions in these markets and is furnished with necessary data to reinforce his observations. Frontier is a must read for investors wanting to find out how valuation in emerging markets really works.”
Review by Peter Vanham

      

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz

GUEST: Gavin Serkin, Managing Editor of Frontier Funds consultancy, and Author of “Frontier ~ Exploring the Top Ten Emerging Markets of Tomorrow” on outlook for Mexico, and emerging markets under potential US trade barriers.

Barron's cites Serkin's interview with Morgan Stanley

BARRON’S CITES SERKIN’S INTERVIEW WITH MORGAN STANLEY

Ruchir Sharma discussed emerging market investing live this morning with Gavin Serkin, a former Bloomberg journalist who is promoting investment in underdeveloped economies through London-based Frontier Funds, and as editorial director of OnFrontiers, which taps developing-market experts.

BLOOMBERG HT – TALKING TURKEY

Frontier Funds Managing Editor Gavin Serkin explains the Emerging Markets Outlook on Bloomberg HT TV

(In Turkish) Click on centre, then lower left buttons

BLOOMBERG HT

Frontier Funds Managing Editor Gavin Serkin explains the recent rally in emerging markets on Bloomberg HT

(In Turkish) Click on central, then lower left buttons

Business-Day-review

BUSINESS DAY BOOK REVIEW

Book Review: Prepare for the rise of the frontier
“If you have read Gavin Serkin’s “Frontier: Exploring the Top Ten Emerging Markets of Tomorrow”, then you are very favoured. But if you have not, then let me be the privileged one to fire the first shot in your direction.
The book is a gripping, powerful tale of the future flow of wealth and investment, told in a convincing free-flowing gusto…”
Review by Charles Ike-Okoh

WSJ-interview

THE WALL STREET JOURNAL

Serkin interviewed by The Wall Street Journal’s Frontier Markets Editor Dan Keeler.

gavin-on-bloomberg-photo

OnFrontiers

Q&A WITH GAVIN SERKIN, FRONTIER MARKETS GURU

BLOOMBERG TV

Emerging Markets: Where to put your money. Gavin Serkin on Bloomberg TV’s “Bloomberg Surveillance”

Gavin-on-radio

BLOOMBERG RADIO

Kathleen Hays and Vonnie Quinn interview Gavin Serkin on WBBR

SHARE RADIO

Juliette Foster asks Gavin Serkin which emerging market is the most promising for investors

InvestorsChronicle2

INVESTORS CHRONICLE

Is Nigeria the next India?