Latest news with #frontiermarkets
Bloomberg
4 days ago
- Business
- Bloomberg
Odd Lots: The Investors Who Think Hazelnuts Will Be the Next Pistachios
We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frailty of supply chains in goods too numerous to list. On the demand side, the tendency for certain goods to suddenly go 'viral' among consumers can be impossible to predict. Take Dubai chocolate. The craze for pistachio-filled candy came out of nowhere, in part thanks to social media. Our guests on this episode are super bullish on a different nut. Burton Flynn and Ivan Nechunaev are managing partners at Terra Nova Capital Advisors, where they look for unusual investments in frontier markets all around the world. On this episode, they tell us about their bull case for hazelnuts, including where they're grown, the economics of hazelnut agriculture, and the limited ways of playing this popular nut.
Bloomberg
02-07-2025
- Business
- Bloomberg
More Frontier Stocks Gains Seen After Best First Half Since 2007
Frontier-market stocks posted their strongest first half in 18 years with strategists predicting more gains to come. MSCI Inc.'s gauge of 25 smaller and less liquid equity markets advanced 17% in the first six months of the year, its biggest rally for that period since 2007. The advance was underpinned by a weaker dollar, relative insulation from global risks and the reduced threat of an oil-price spike.
