Mathias Althoff @MathiasAlthoff
Emerging/Frontier market specialist. Vice CIO at @TundraFonder. Views are my own (but you can borrow them for free). linkedin.com/in/mathiasalth… Stockholm, Sweden Joined January 2016-
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More stories like this should get Trump of Mexico's back, and hopefully decrease/remove the threat of trade tariffs. #EmergingMarkets #FrontierMarkets #TundraFonder bbc.com/news/articles/…
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Interesting chart from Nomura this morning. The Terrific Ten were so out of flavour I thought the chart said Terrible Ten 😀
Lot's of travelling currently for Tundra as @Tundra_CIO goes to Sri Lanka. 🔍 #EmergingMarkets #FrontierMarkets #TundraFonder
Lot's of travelling currently for Tundra as @Tundra_CIO goes to Sri Lanka. 🔍 #EmergingMarkets #FrontierMarkets #TundraFonder
Lunch time at Santander's LatAm conference. Room is packed with investors and corporates, which bodes well for interesting conversations!
In route again for more LatAm meetings in NYC. Considering the January Mexico visit was the week before Trump took office, this time we have a few more leads but still large amounts of unknown. Interesting discussions ahead! #EmergingMarkets #FrontierMarkets #TundraFonder
After being locked up for two days with Mexican corporate meetings, it was field trip time again. Interesting visits to 2 of Walmexs offerings, higher end Walmart Express, and value store Bodega, as well as a visit to Cancun Airport run by Asur.
Also shown in the graph, Mexico now the largest exporter to the US, overtaking China. A huge discussion among investors here in Mexico if that's a curse or a blessing (i e risk of tariffs). My view: if Trump goes 🍌 on import tariffs it'll create inflation, hurting his voters.
Also shown in the graph, Mexico now the largest exporter to the US, overtaking China. A huge discussion among investors here in Mexico if that's a curse or a blessing (i e risk of tariffs). My view: if Trump goes 🍌 on import tariffs it'll create inflation, hurting his voters.
The room is packed with investors as Santander's Mexico Conference kicks off with a very interesting discussion with Gerardo Esquivel, Former Mexican Central Bank member, on the economic state of Mexico and the road ahead.
Mathias Althoff retweeted
Vi är glada att Tundra Sustainable Frontier Fund har blivit erkänd som en av de bästa fonderna 2024 av Morningstar. Stort tack till våra investerare för ert förtroende. Disclaimer: Investeringar innebär risk. morningstar.se/se/news/259016…
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