Ashton Global has historically used ESG factors which are vital when valuing companies in emerging and frontier markets. We utilize the Five Forces Model from Michael Porter when applying ESG analysis to our investments. Ashton Global looks at the effects of ESG goals on fair value and revenue, and we also carefully evaluate the consequences of ESG for project costs.
Bhutan combines a strong record of economic growth with an equally impressive commitment to the environment, society, and good governance. Bhutan also enjoys a favorable location between India and China, two of the fastest-growing economies in the world. A burgeoning travel industry and a young private sector complete the picture. […]
Emerging markets offer favorable conditions for the growth of direct lending. Direct lending is not only profitable for investors, but it also supports communities by providing more affordable credit to job-creating small businesses. The Demand from Small Businesses Small businesses have long faced difficulties in obtaining loans from large financial […]
Historically, small businesses without extensive credit histories were still able to obtain loans and leases for equipment. Real estate, equipment, and other business assets could be used as collateral for loans. Unfortunately, the severity of the recession reduced the value of some business equipment along with real estate prices.
The best investments often reveal themselves during downturns, and India has shown strength in adversity. India’s economy continued to thrive even as rising interest rates in the United States put pressure on emerging markets. World Bank statistics show that Indian GDP increased an impressive 7% in 2018. India has now […]
Vietnam is already rapidly industrializing and reducing barriers to trade. However, it is still a frontier market with low prices and abundant opportunities for value investors. Vietnam’s GDP increased by 7.1% in 2018 and The Asian Development Bank forecasts continued strong growth of 6.8% in 2019 and 6.7% in 2020. […]