Investment Adventures in Emerging Markets

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Perspective

Consumption in China: From Commodities to Karaoke

China isn’t only a consumer of raw commodities—its growing middle class has been exerting formidable purchasing power and spawning new domestic industries that are of keen interest to us as investors, including cosmetics, entertainment (cinemas, music) and more.

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Perspective

Are Emerging Markets Turning a Corner?

We consider many of the factors driving recent volatility in emerging markets to be temporary in nature and compounded by typically low summer liquidity—thus we believe we have grounds to be optimistic longer term.