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AA-rated manager: why I sold out of Pakistan

Pakistan's reclassification as an emerging market came just as its political situation made it among the most fragile of all the frontier markets.

That is according to Oliver Bell, who manages the T Rowe Frontier Markets Equity fund, who significantly pulled back from the frontier darling as volatility in the country’s stock market increased and the currency strengthened.

In this video, Bell also describes why he is piling into Sri Lanka and discusses why some investors may need to wait a little longer to buy into frontier markets.

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Oliver Bell
Oliver Bell
6/17 in Equity - Middle East & North Africa (Performance over 3 years) Average Total Return: 15.03%
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