Emerging and Frontier equity market strategies

East Capital invests in emerging and frontier markets worldwide. Since our start in 1997, we have strived to be long-term, active and responsible owners

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The content on this page is marketing communication. Investment in funds always involves some kind of risk. Past performance is no guarantee for future performance. Fund units may go up or down in value and investors may not get back the amount invested.

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About East Capital

We are an active asset manager specialising in global emerging and frontier equity markets. Our investment teams base their investment strategy on in-depth knowledge of local markets, fundamental analysis and frequent company visits. Evaluation of ESG-related risks and opportunities forms an integral part of our investment process.

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Insights

Report

Comment on Q3 2025: The melt-up continues as the AI boom powers on

Emerging and frontier markets delivered another strong quarter, lifted by falling rates, a resurgent China and accelerating AI momentum. In this quarterly comment, we share our insights on what’s driving the rally — and why we remain optimistic for the period ahead.

8 Oct 2025