LongPTBSep 2026
Phu Tai JSC
Phu Tai is presented as an example of a significant disconnect between market sentiment and operating fundamentals in Vietnam. First-half 2026 revenue rose 18.5% year over year…
Asia Frontier Capital Ltd.
Frontier-market equity investing across Asia through diversified and country-specific strategies focused on markets including Vietnam, Uzbekistan, Iraq and other Asian frontier economies.2 published ideas
Asia Frontier Capital Ltd. manages specialist frontier-market equity funds including the AFC Asia Frontier Fund, AFC Iraq Fund, AFC Uzbekistan Fund and AFC Vietnam Fund. Its investment approach focuses on under-researched Asian markets where company fundamentals, economic development and valuation dislocations can create long-term opportunities.
Ideas from Asia Frontier Capital Ltd.
LongABISep 2026
Agriculture Bank Insurance JSC
Agriculture Bank Insurance is positioned to benefit from the same higher interest-rate environment that is pressuring much of the Vietnamese equity market. As an insurer, the…
Letters covered
- Asia Frontier Capital Newsletter August 2026September 18, 2026
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