Investment Adventures in Emerging Markets

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Guest Bloggers

Why We Think Mexico Is a Standout in Latin America

While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

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Guest Bloggers

Meet My Team: Chetan Sehgal

With a large population base and underpenetrated nature of consumption, India remains one of the last bastions for real growth.

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Guest Bloggers

Frontier Markets in Focus: 2016 and Beyond

Frontier markets represent exciting long-term investment opportunities for our team. We see favorable fundamentals including strong economic growth, abundant natural and human resources, favorable demographic profiles, the potential for rapid technological progress, and potential benefits from improving infrastructure and improving standards of governance.

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Guest Bloggers

South Africa’s Sporting and Economic Scorecard

In my view, it is absolutely critical that the government, labour unions and employers work together to create a more flexible labour environment that is not as fixated on high entry-level wages, but rather, is focused on improving the overall level of employment.

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Guest Bloggers

Meet My Team: Carlos Hardenberg

Frontier markets remain the most vibrant economies we are investing in today. The level of entrepreneurialism is astonishing, and the large and young consumer societies are increasingly demanding the same lifestyle of people in the Western world.

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Guest Bloggers

Celebrating Romania

In our view, structural reforms, including a push for more fiscal predictability, coupled with a new IMF loan agreement, should likely boost investor confidence in Romania. In addition, We believe the efforts undertaken to facilitate investor access to the local capital market, which has been quite difficult in the past, are positive steps toward attracting more foreign investments in Romania.

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Guest Bloggers

Meet My Team: Allan Lam

We have seen crises around the world over the years, but crises bring opportunities; these sorts of moments are when our analytical skills are most needed and can add value for investors.

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Guest Bloggers

Meet My Team: Dennis Lim

I like to remind myself that when we make investments in the emerging markets, apart from the goal of helping our investors to realize potential returns, we are also helping to bring development to many of the poorer parts of the world.

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Capital Markets Reform in China: Gaining Momentum

We believe China’s comprehensive capital market reform plan is the right step taken by the government, but the market still doesn’t seem too confident the government is willing to take the short-term pain to put all these reform proposals into action.

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China’s Frozen IPO Market Thaws

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Romania on the Right Track

We are hopeful Romania’s economy and capital market will quietly continue moving in a positive direction.

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The Shariah Appeal