FDV 3.26% 44.5¢ frontier digital ventures limited

Ann: 2022 Annual General Meeting CEO Remarks, page-60

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    ""If you are a global investor and you are not forced to be in emerging markets, to be honest it is hard to convince you to invest in the asset class at this time," said Luis Oganes, JPMorgan's head of Global Macro Research."

    Well, this explains it all to me.

    https://hotcopper.com.au/threads/news-nab-graphic-emerging-markets-face-bleak-outlook-after-stormy-start-to-the-year.6819337/?post_id=62291518

    I remain confident that FDV have viable businesses that will do well, but the sentiment has now turned scorched earth, and we need to bunker down.

    Last bought at 98c and caught the falling knife. Am prepared to buy again, but will wait and see what happens over the next month.
 
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