AFC's Desai On Top Asian Frontier Market Picks

The video discusses the economic challenges faced by Sri Lanka and Pakistan due to low foreign reserves and high oil prices. It highlights the impact of commodity prices on frontier markets and the role of the IMF in Sri Lanka's recovery. The economic resilience of Vietnam and Bangladesh is noted, with their strong macro positions and rising exports. Central banks in these regions are responding to inflation by raising interest rates. Investment opportunities in Vietnam and Pakistan are explored, with a focus on specific stocks. Lastly, China's influence in frontier markets is examined, particularly in Sri Lanka and Pakistan.

What strategies are central banks in frontier markets employing to combat inflation?

What are the potential investment opportunities in Vietnam and Pakistan despite their economic challenges?

How might China's influence in frontier markets evolve in the coming years?