Investment Adventures in Emerging Markets

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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.

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History

Wuhan: China’s Travel Hub

News and entertainment I saw in China indicated to me that political changes are coming hard and fast.

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History

Exploring Culture and Companies in Changsha, China

It's clear to me that despite the tremendous amount of infrastructure building that has already taken place in China, there is a need for more.

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History

Travels in China: Nanning to Guiyang

While we’ve heard reports of falling real estate prices in some of the smaller (second- or third-tier) cities in China, we didn’t see widespread evidence of that; sales still seemed generally robust in the regions we toured.

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History

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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Perspective

China’s Conundrum

As we see it, there is no question that China should continue to have strong growth this year, but one might say China is facing a bit of a conundrum. On the one hand, the government wants stability, but on the other, it also is striving toward more openness.

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Perspective

Emerging Markets 2016 Outlook

In many respects, 2015 was a challenging year for investors in emerging markets. However, we consider many of the factors driving recent volatility to be temporary, and we are optimistic for the longer term due to several factors.

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History

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.