Investment Adventures in Emerging Markets

Card image cap
Guest Bloggers

Focusing on Fundamental Improvement

We believe the challenges faced by some countries, sectors and companies have at times obscured in investors' minds the interesting opportunities within the emerging-markets space.

Card image cap
Perspective

Readers’ Questions Answered

While the president cannot directly impact monetary policy, it appears from his rhetoric that [Donald] Trump may put pressure on the Federal Reserve (Fed) to raise rates—which actually seemed to be the Fed’s likely path even before the election.

Card image cap
Perspective

Central Banks and Stock Markets: a BOJ Case Study

As many investors around the world are searching for yield in an environment of low or negative interest rates, emerging-market equities and debt have been attracting investor dollars. The money central banks are providing is flowing out into markets globally, and emerging markets in general continue to offer a more compelling growth story than developed markets.

Card image cap
Perspective

Emerging Markets and a Trump Presidency: No Need to Panic

While the markets are likely to remain volatile for a period of time given the uncertainty surrounding potential US policies under a Trump presidency, I think we need to take a step back and realize that much of the rhetoric we heard on the campaign trail may not result in any concrete action.

Card image cap
Perspective

Risks, Opportunities and Adventures in Borneo

Borneo is the world’s third-largest island and its equatorial rainforest is home to many species of plants and animals, which attracts tourists from around the world. Borneo also boasts significant power resources, including hydroelectric power, coal and natural gas deposits; liquefied natural gas is a key export.

Card image cap
Perspective

Thai People Mourn Loss of Their King

There are concerns that political differences could again re-emerge in Thailand that have in the past been destabilizing. However, in our view, the backdrop to a royal succession has improved drastically in recent years.

Card image cap
Perspective

Emerging Markets Q3 Recap: Sentiment Remains Strong

Companies in the consumer-related sectors and information technology are particularly attractive to us in the current environment, especially as technology is becoming more integral and competitive in emerging markets.

Card image cap
Perspective

Mexico Entangled in US Election as Banxico Tightens

Regardless of statements about more restrictive trade, it will be very difficult if not impossible for US-Mexico trade to be destroyed since the links are too deep between the two countries.

Card image cap
Guest Bloggers

Progress and Improving Sentiment in China

For China’s domestic A-share market, higher participation from foreign investors, especially institutional investors, is a positive development as it can provide greater breadth in the near term and, longer term, can help drive the push for better corporate governance, a better regulatory framework and stricter enforcement.

Card image cap
Perspective

Emerging-Market Resilience

While emerging markets remain sensitive to macroeconomic indicators and global monetary policy—which means volatility is likely to persist for some time—we see signs confidence is returning to emerging markets and believe it is likely to continue.

Card image cap
Perspective

Negative Interest Rates: Not Without Consequences

The lower and lower interest rates a number of central banks are introducing in an effort to boost economic growth simply haven’t been working to accomplish that in a meaningful way.

Card image cap
Guest Bloggers

Meet Our Team: Greg Konieczny

Among frontier countries in Eastern Europe, we view Romania as the most attractive market. There are bargains from a valuation standpoint, and good prospects for further initial public offerings of state-owned enterprises (SOEs) as well as private companies.