Investment Adventures in Emerging Markets

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Guest Bloggers

Why Things Aren’t What They Used to Be in Emerging Markets

After more than three years of languishing at depressed levels, earnings in emerging-market companies are showing signs of recovery, and that is reflected in the attitudes of companies and their management as well as in their financial data.

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Perspective

South Africa: Key Issues and Challenges

Despite all the political and economic challenges facing South Africa, the people’s desire for a better life with better education for their children, strong domestic institutions, full employment opportunities and faster economic growth means that the future can be much brighter.

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Perspective

South Korea’s Presidential Impeachment

President Park’s impeachment has important potential implications for the South Korean economy and market. Although the country has very strong Confucian traditions that have made it difficult to confront people of higher status, there has been movement toward reform and change in the society as a whole, and not only in government.

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Perspective

South Africa’s Slow Progress

While South Africa has its challenges, the consumer sector is one where we continue to search for potential opportunities. We think economic improvement and the increased spread and acceptance of technology could prove drivers for companies in this space.