wealth funds total $1.5 trillion. Dubai is also attractive. The mutual funds for these frontier markets include TFMAX, TRAMX and also the tiny ETFs GULF, MES . Pg M9, Yields : Leveraged bank-loans are attractive now at 5.1% yield and average
yr low) in spite of SA’s recent inclusion in the World EM Bond Index. Quoted are the portfolio managers of TEMRX and TRAMX who are selective about the SA sectors. Pg M11, Yields : The effects of QE3 [ real or perceived ] are already visible – unemployment
corruption and lack of education and jobs. Banks, consumer sector and telecom look attractive. Mentioned are mutual funds NAFAX, TRAMX , HLFMX . Note that the MSCI Frontier Market Africa Index +31% YTD. Pg M8, Europe: Airbus parent European Aeronautic Defense
08 Crash, but did not. M* is still non-commital about investing in TRAMX . And it still lags its benchmarks. Even so, it is improving, and has ..... Any of you out there actually have money committed in this fund, TRAMX ?
An experienced manager is once again at the helm of this regionally-focused fund, but that's not reason to get on board.
I know this is one star fund. However, I was not able to find anything in Frontier markets which I can DCA into for next 5-10 years. I have seen and read that the frontier markets are not correlated to S&P and could help in international diversification longterm. Thoughts/opinions.
Dedication to a particular part of the developing world heightens the considerable risk that comes with investing in emerging markets . Portfolio is quite concentrated sectorwise and issuewise as well as marketwise . Skipper has not run a fund before . Although the other T . Rowe Price emerging -
Dedication to a particular part of the developing world heightens the considerable risk that comes with investing in emerging markets.Portfolio is quite concentrated sectorwise and issuewise as well as marketwise.Skipper has not run a fund before.Although the other T. Rowe Price emerging-markets