from Silk Invest..
June 18, 2013
By Baldwin Berges and Daniel Broby
A question that comes up all the time when speak to investors is how GDP growth translates into market performance, especially if you consider that for past decade, the frontier markets have been growing at above average rates.
We have seen it before in other emerging markets. The companies that were closest to these markets are also the ones that benefitted from this growth. As investors you want to make sure that your always hit the sweet spot of where the growth is.
In this podcast, I speak with Daniel Broby, Silk Invest’s CIO for Public Markets about what actually drives frontier market GDP and how investors can capture the upside of this economic expansion.
Listen to the podcast
Link to the Silk Invest blog: http://www.silkinvest.com/blog