Mathias Althoff (@MathiasAlthoff) header
Mathias Althoff (@MathiasAlthoff) profile picture

Mathias Althoff

@MathiasAlthoff

Emerging/Frontier market specialist. Co-Head of Emerging and Frontier Markets @evlifunds Views are my own (but you can borrow them for free).

 Stockholm, Sweden
linkedin.com/in/mathiasalthoff
Joined January 2016
  • Tweets2.2K
  • Following192
  • Followers1.6K
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Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)Photo by Mathias Althoff (@MathiasAlthoff)
Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder13 Jan 2025
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/25901…
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder13 Mar 2024
Check out our interview with @HedgeNordic, where Tundra Fonder's CIO, Mattias Martinsson, discusses the potential of frontier markets and our investment strategy. 🌍💼 hedgenordic.com/2024/03/beyo…

Beyond the Frontier of Emerging Markets - HedgeNordic

Stockholm (HedgeNordic) – Frontier markets, often characterized by their smaller size, low-income economies, growing populations and underdeveloped infrastructure compared to emerging or developed...

hedgenordic.com
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Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder6 Feb 2024
First monthly letter of 2024 is out! Eventful month with devaluation in #Nigeria, elections in #Bangladesh, and #Pakistan preparing for February 8th. We discuss Nigeria's measures to return to normalcy and #Pakistan outlook post elections. Full letter: bit.ly/3Swp5CU
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder4 Jan 2024
Monthly letter no 1⃣2⃣ is out! We summarize the year, the bad (mostly), and the good. We also discuss our portfolio companies' financial performance during the last 2 years of crisis. Which factors have driven share price performance? Full letter: bit.ly/48pWXbp
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Mattias Martinsson (@Tundra_CIO) profile picture
Mattias Martinsson@Tundra_CIO9 Nov 2023
The figure below shows developed markets and #EmergingMarkets change in indebtedness over 20 years. How much longer can DM overspend to keep growth elevated? Will there ever be a tipping point in terms of trust? Or is it just to continue printing money? Honest question.
Image from Mattias Martinsson (@Tundra_CIO)
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BREAKING: Nigeria's central bank postpones next week's interest-rate meeting, a week after new governors were appointed trib.al/RT5shjo
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SAVR (@savr) profile picture
SAVR
@savr12 Sep 2023
Tar ni hänsyn till marknadssentimentet när ni investerar? På @TundraFonder föredrar förvaltarna att köpa när marknadssentimentet är lågt och många investerare är oroliga. #finanstwitter
Image from SAVR (@savr)
Image from SAVR (@savr)
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Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder6 Aug 2023
Join our mailing list to get the latest news and insights from our markets. 📈 Sign up now: bit.ly/3LX1Al1
Image from Tundra Fonder (@TundraFonder)
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Equity market closed but massive gains in #Pakistan eurobonds after the IMF agreement. Default or no default has always been impossible to call, given the dominant share of bi- and multilateral debt, i e more a political game than commercial (as opposed to #SriLanka).
Image from Mattias Martinsson (@Tundra_CIO)
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder30 Jun 2023
After months of negotiations, Pakistan has finally agreed with IMF on the terms of a $3bn support loan. The staff-level agreement is subject to approval by the IMF Executive Board, expected by mid-July.
Reuters (@Reuters) profile pictureReuters
@Reuters30 Jun 2023
Pakistan, IMF reach $3 bln staff-level agreement reut.rs/46vTmYC
Image from Reuters (@Reuters)
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Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder29 Jun 2023
Would Egypt sell the Suez Canal? Tundra's @MathiasAlthoff doesn't think that is on the cards right now. african.business/2023/06/res…
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder23 Jun 2023
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The most surprising political development in any of our countries this year, and a positive one. Foreign investors will be skeptical, and rightly so. But a very promising start. #Nigeria #EmergingMarkets #FrontierMarkets bloomberg.com/news/articles/…
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder9 Jun 2023
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Fascinerande utveckling som sker i det tysta och gradvis men får stora konsekvenser. Om 25 år är mer än varannan "middle-class" income" en indier eller kines. Källa: BCA Research
Image from Johan Elmquist 🌻 (@Johan_Elmquist)
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder4 May 2023
Interloop showcases the power of a strategic sustainability approach in business. By prioritizing sustainability in their core strategy, they have grown to be one of the world's largest hosiery manufacturers, attracting top brands such as Nike, Adidas, Puma and more. 🌳📈
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’Tundra’, to us, symbols the border between what is already known and what is yet to be discovered. The muskox was one of few animals in the northern hemisphere that survived the ice-age and thus symbols the stamina we suspected might be needed when we started 12 years ago. 💪🚀 – at Stockholm, Sweden
Tundra Fonder (@TundraFonder) profile pictureTundra Fonder@TundraFonder28 Apr 2023
Join our mailing list to get the latest news and insights from our markets. 📈 Sign up now: bit.ly/3LX1Al1
Image from Tundra Fonder (@TundraFonder)
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Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder27 Apr 2023
📈By the numbers📈 bKash, a leading mobile financial service provider in Bangladesh offered by Brac Bank, has grown its consumer base from 29 million in 2017 to 65 million in 2023. Tundra has been a shareholder of Brac Bank since 2014.🚀
Image from Tundra Fonder (@TundraFonder)
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Mathias Althoff retweeted
Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder26 Apr 2023
📈By the numbers📈 At the end of 2022, Tundra Sustainable Frontier Fund's P/E ratio was 7.6x which is approx. a 40% discount compared to MSCI Emerging Markets' P/E ratio of 12.5x. 💡
Image from Tundra Fonder (@TundraFonder)
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Tundra Fonder (@TundraFonder) profile picture
Tundra Fonder@TundraFonder25 Apr 2023
📈By the numbers📈 Tundra's holding, Kazakhstani fintech company Kaspi, achieved a notable 71% profit growth for the first quarter of 2023, compared to the same period last year.🌟
Image from Tundra Fonder (@TundraFonder)
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