Arthur Budaghyan

Arthur Budaghyan

"Analysis, insights
and investment ideas
for frontier markets"

Frontier Markets Strategy

Overview

BCA's Frontier Markets Strategy service provides in-depth comprehensive coverage of more than 20 frontier markets in Africa, Asia, Middle East, Eastern Europe and Latin America. The bi-weekly reports will elaborate on the key themes defining the structural landscape in these countries as well as gauge their business cycle outlooks. The goal is to help portfolio managers and asset allocators in their decision-making.

Competitive Advantage
  • The Frontier Markets Strategy service leverages BCA's sixty-five year macro research acumen, and extends it to frontier markets.
  • Through a rigorous analysis of the domestic factors in conjunction with relevant global forces, it makes investment recommendations that help both absolute-return investors as well as dedicated frontier-markets portfolios.
  • Its methodology incorporates analysis of liquidity trends, growth, inflation, macro policies, valuations as well as geopolitics.

Deliverables

COUNTRY SPECIAL REPORTS (published bi-weekly): In-depth, insightful research of an economy, detecting secular and cyclical trends as well as the key themes for each country.

REGIONAL OVERVIEW REPORTS: A concise analysis of countries in the region: explained with country-relevant charts and indicators. Overview of one of the regions (Africa/Asia/Middle East/Eastern Europe and Latin America) is published on average every 2 months.

ON-DEMAND CONFERENCE CALLS WITH STRATEGISTS: To help clients to better understand our approach and delve into details of our analysis.

Frontier Markets Strategists

The service is overseen by BCA Chief Emerging Markets Strategist Arthur Budaghyan. Arthur has been covering emerging markets at BCA since 1999 and he has been heading the Emerging Markets Strategy service since 2005.

Rajeeb Pramanik is responsible for the analysis and strategy of all the frontier market countries. He had been responsible for macro-strategy and investment recommendations for India, ASEAN, Middle-East, as well as the opportunistic coverage of frontier markets at BCA since 2007. Previously in his career, Rajeeb worked in India's banking sector for over 10 years.


Click here to contact our Client Services department for more information.


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