Stockhom (Ekonamik) – Given the coverage that Europe and the USA have received regarding the effects of COVID-19, it is easy to forget about the effects that the pandemic has had on emerging and frontier markets. However, ignoring the experience of these markets to obsess about the domestic trauma plaguing every economy is short-sighted. Many of these countries supply the manufacturing basis upon which modern consumption-based developed economies are based. To an extent, much as low paid “unskilled workers” are in the frontlines of the crisis ensuring the continued provision of essential services, these markets are the backbone of global manufacturing.
Set up in 2010, Tundra Fonder is one of Scandinavia’s few asset managers exclusively specialised in emerging and frontier markets. With funds focusing on Pakistan, Bangladesh, Vietnam, Nigeria, Kenya and Egypt, the Stockholm-based manager has a privileged view of conditions on the ground. We spoke with Mattias Martinsson, CIO of Tundra Fonder, to address this awareness gap.
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