Investment Adventures in Emerging Markets

Card image cap
History

The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?

Reserve currency status and RMB internationalization could confer a number of significant benefits on China, including potentially lowering borrowing costs and facilitating overseas expansion by Chinese companies.

Card image cap
Perspective

Story of China Still Intact Despite Market Downturn

In my view, the bottom line regarding the recent correction in China’s markets is essentially a story of too much euphoria and a natural correction.

Card image cap
Perspective

Growth Matters

We have found that companies in the consumer or retail space with a high market share can benefit from rising consumption and GDP per capita. These investments are particularly attractive if profit margins can be improved.