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. […]
Kenya already has an impressive record for developing its infrastructure and power system. According to the World Economic Forum (WEF) Global Competitiveness Report, Kenya has the most competitive economy in East Africa. Although it is still a frontier market, Kenya’s road quality is above average at 61 out of the 140 nations evaluated by the WEF.
Stock markets in Latin America are like the US markets of the late 20th century in many respects. The Latin American equivalent of the post-WWII baby boom occurred decades later, which suggests that stock valuations could increase substantially. World Bank statistics on market capitalization as a percentage of GDP support […]
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 […]