In our latest think piece, our PM Sandeep Srinivas explores how President Trump’s trade tariffs – and the resulting trade tensions – are reshaping global supply chains and creating tactical opportunities for long-term investors particularly within Frontier Markets:

Key Highlights:

– The implications of President Trump’s tariff measures and the evolving landscape for global supply chains
– How Vietnam could benefit amid supply chain realignments
– Compelling investment opportunities emerging across select Frontier markets as the tariff wars cycle unfolds
– Recent corrections in Southeast Asian and Middle Eastern economies creating opportunities across select sectors and countries, driven by valuation resets and improving fundamentals.

For a detailed perspective on investment opportunities in Frontier markets amid global economic shifts, you can access the full document here: FIM Partners Frontier markets update 1Q25

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