The Case for Frontier Markets

Steven Quattry, a fund manager at Morgan Stanley specializing in frontier markets, discusses the untapped potential of regions like Indonesia and the Philippines. He addresses misconceptions about these markets and underscores the importance of informed investment strategies. Quattry also highlights the vibrant relationship between larger retail players and local wet markets, drawing parallels to American farmers' markets. With a focus on telecom and healthcare growth in Africa, he emphasizes active portfolio management and the demographic advantages of emerging economies.