Investment Adventures in Emerging Markets

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Mid-Year Emerging Markets Update: ‘Recovery Phase’

While international sporting events may not provide the kick-start to growth for a country that many hope for, they can provide an opportunity for the people to demonstrate to the world that they are unhappy with their government. We’ve seen that in the case of Brazil.

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Mexico’s Road to Reform

In our opinion, the suite of reforms currently underway in Mexico offers the potential to shift the economy to a new growth path and provide a positive example for other countries.

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A Quarter Century of Emerging-Markets Investing

I think the welcoming of foreign capital and the trend toward privatization have been key to the growth and development of emerging markets over the past few decades, and one of my biggest fears is the possibility of the door shutting on both in some countries.

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ASEAN Cooperation: A Growing Global Power

Individual ASEAN member markets look small and less liquid, but by coming together, the region could become a much larger market force and global power, too.