East Capital Outlook 2015 ? five main themes
Frontier markets will remain in focus 2015 and more investors are gradually discovering the opportunities in this diverse universe.
Global growth will accelerate in 2015, supported by a low base, low inflation, low rates, lower oil price and USD 1.5tr more in monetary stimulus. The combination of low interest rates and a benign global macro backdrop will be supportive for equities in the year ahead. Frontier markets as an asset class will come of age and Asia will be characterised by reforms.