Investment Adventures in Emerging Markets

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History

Celebrating a 30-Year Anniversary

At the core—people’s hopes and dreams for the future are more alike than not. I think this is a very important message to remember, particularly in the wake of nationalistic or populist movements that have been sweeping many places in the world today. We should not fear each other.

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Perspective

China and Shadow Financing

While the year ahead is certain to bring challenges, we remain optimistic about investing in China and the many opportunities we see in various sectors of the economy. The growth in financial services is just one area representing the boom in consumer-oriented products and services we expect to continue in China.

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Perspective

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism

We think emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall GDP growth rates that have been comfortably in excess of the developed world for many years, despite much publicized slowdowns in certain countries.

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Perspective

Vietnam’s Transformation

In just a few decades, Vietnam has undergone a dramatic transformation, from an agrarian society to one that has embraced the modern era. Its youthful population and growing middle class have helped drive solid growth—and opportunities for many global investors.