Investment Adventures in Emerging Markets

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Perspective

A Vision for Saudi Arabia’s Future

It’s our view that Saudi Arabia holds many interesting opportunities for investors, and if its expansive vision proves successful, it could cause economic growth to expand in many different directions—with or without high-flying oil prices.

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Perspective

Will New Leadership Change the Outlook for the Philippines?

We think the Philippines appears to be in a demographic sweet spot, and the country should continue to grow as long as there’s no dramatic change in government policies and the path toward reform continues.

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Perspective

A New Era for Argentina

Our visit to Argentina confirmed our views that its economy was gradually on the recovery path—and I believe if the pace of reforms continues there, Argentina’s turnaround could be even faster than expected.

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Guest Bloggers

We Still Don’t See a China Hard Landing

China’s economic transition—along with incredible economic growth already experienced—has resulted in a much larger economy so that the percentage growth numbers will naturally decelerate going forward. In our view that’s not a reason to panic.

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Perspective

Colombia’s Tourism Turnaround

If Colombia’s government is able to resolve its budget issues without resorting to burdensome taxation, while moving privatization efforts forward to fund infrastructure developments, we think the future could be very bright for this beautiful nation.

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Perspective

Emerging Markets Q1 2016 Recap: A Turn in Fortunes

The first-quarter of the year was marked by a turn in fortunes for emerging markets overall, which saw many investors return to the asset class after a challenging 2015.

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Perspective

Brazil’s Olympic Ambitions

It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

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Perspective

Challenges and Opportunities Facing Brazilian Companies

Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

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Perspective

Has Brazil Bottomed?

I am confident reforms will take place in Brazil, although they won’t happen overnight. Investors in such situations have to learn to be patient.

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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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History

The Red Tour: Nanchang to Fuzhou

We emphasize that investors should consider looking beyond China’s short-term market gyrations to the long-term potential that seems clearly evident—at least from our perspective.