Investment Adventures in Emerging Markets

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Perspective

On Market Corrections, and Keeping a Calm Head

Despite recent market volatility, we consider the long-term outlook for China’s market and economy to be good. We don’t view this recent correction as the start of any sort of economic or market collapse underway, and it doesn’t change our view on investing there.

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History

Building Corridors to the Future in Pakistan

We have been investing in Pakistan for a number of years, and see it as an overlooked investment destination with very attractive valuations due to negative macro sentiment.

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Perspective

China’s Currency Moves

The recent action in China’s stock market and its currency has caused a heightened attention to Chinese government policy decisions. All this attention certainly demonstrates how important China has become within the global economy at large.

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History

Iran: Open for Business?

We think relief from economic sanctions could accelerate Iran’s growth rate by removing barriers to the nation’s oil exports, bringing in more foreign capital, and ending the isolation of its banks from the global financial system.