Investment Adventures in Emerging Markets

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Perspective

Monetary Policy Matters

For now, we believe the most recent easing efforts of Japan, the ECB, China, India and other central banks should offset concerns about potential interest rate increases coming this year from the Fed and other developed markets.

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Perspective

Will China’s Year of the Goat Bring Out the Market Bulls?

We believe China’s comprehensive capital market reform plan is the right step taken by the government, but the market still doesn’t seem too confident the government is willing to take the short-term pain to put all these reform proposals into action.

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Perspective

A Few Words on Greece

We see the Greek election as bringing to the fore how the country’s debt situation—and issues related to debt problems in Europe overall—requires dramatic changes and bold action.