As of 12 April 2026
Short Telegram / DM variants for the three frontier-markets assets.
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Variant A
Quick one from WIC: frontier markets in 2026 are a selectivity trade, not a broad beta call. We put the whole setup into a 1-page brief for fast review. Want me to send it?
Variant B
We condensed the frontier-markets view into one page: top countries, best expressions, and the clean client message for 2026. Useful if you want the fast read.
Variant C
If speed matters, start with the WIC 1-pager. Core takeaway: own the few markets where reform, liquidity, and earnings are finally lining up.
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Variant A
Sending a cleaner investor-facing WIC note on frontier markets for 2026. The opportunity is improving, but only selectively. Happy to share.
Variant B
We just finished the client edition of our frontier-markets outlook. Focus is on reform-led rerating, structural growth, and carry with policy credibility.
Variant C
If you want the investor version rather than the internal one, I have a polished frontier-markets note ready. Balanced tone, clear market selection, proper risk framing.
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Variant A
We also have the sharper IC memo version: risks, triggers, sizing, and where we would still stay tactical only. Can send if useful.
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