Investment Adventures in Emerging Markets

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Shenzhen: A City on the Move

Driving through Shenzhen, I could see how it has transformed since the first time I visited about 20 years ago. Where there were once rice fields, office and apartment buildings have sprung up—some of which are now among the tallest in China.

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Travels in Sri Lanka: The Political and Investment Climate

After our recent visit to Sri Lanka, we think the country has the potential to offer more and attract much larger investment, and we hope to be part of that pool.

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Travels in Sri Lanka: The Tourist Trade

I encourage travelers to check out Sri Lanka, which has much to offer tourists including warm weather, expansive beaches, and an interesting heritage with many cultural attractions.

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India: Interest Rates, Inflation and Manufacturing Ambitions

We have high hopes for India’s future, so we remain quite interested in India and continue to seek out investment bargains there. We are looking to diversify our exposure to Indian equities through a mix of commodities-oriented, export-oriented and domestic companies.

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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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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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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.

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The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?

Reserve currency status and RMB internationalization could confer a number of significant benefits on China, including potentially lowering borrowing costs and facilitating overseas expansion by Chinese companies.

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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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Once Forbidden Frontiers

Investing in frontier markets can come with a higher degree of volatility than more established markets, but to me, they offer pretty exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today.

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ASEAN’s Ambitious Agenda

Most investors are likely aware of the activities of the Fed and European Central Bank, but perhaps less talked about is the fact that the People's Bank of China has an even bigger balance sheet than the Federal Reserve.

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Malaysia’s Developing Vision

Currently, we see Malaysia undergoing a period of transition, as old policies must evolve to meet future goals. I would describe our view of Malaysia today as cautiously optimistic—we are certainly hoping Malaysia succeeds in reaching its ambitious goals, and we plan to be there along the way.