Investment Adventures in Emerging Markets

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History

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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History

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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History

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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History

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.

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History

Indonesian Optimism

President Jokowi is a change from all past presidents since Indonesia gained independence in 1945. Hence, some degree of optimism is justified, although it will not be without hurdles.

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Touring the Investment Landscape in the Czech Republic

Prague is an attractive destination not only because of its history but also its collection of beautiful buildings and interesting architecture, an important draw for travelers.

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Poland’s Growing Prosperity

Poland has suffered partition and wars throughout its history, so it is a testament to its strong culture that the Polish sense of nationhood has survived.

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A Quarter Century of Emerging-Markets Investing

I think the welcoming of foreign capital and the trend toward privatization have been key to the growth and development of emerging markets over the past few decades, and one of my biggest fears is the possibility of the door shutting on both in some countries.

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Russian Interests

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Indian Investors Express Their Optimism

While we aren’t in the business of predicting elections, this one could prove historic for India.

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Frontier Markets Find Footing

Many frontier markets are yet to be fully discovered by the investment community, and we believe they represent the next tier of investment opportunities.