Investment Adventures in Emerging Markets

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Perspective

Emerging-Market Small Caps: A Distinct Growth Opportunity

In such a low-growth world, investing in smaller EM companies may provide exposure to many of the fastest-growing companies in the fastest-growing countries globally.

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Guest Bloggers

Brazil on the Olympic Stage

There is certainly a risk that Brazil’s political challenges could be prolonged, but the last few months have shown us that there appears to be tremendous support in Brazil’s Congress and among its population in general for a new kind of agenda, one that not only modernizes the state but also modernizes the economy.

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History

Positive Trends and Political Challenges in Poland

We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

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Perspective

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

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History

A Spiritual Journey in Thailand

It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual emerging markets.

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Perspective

A Brief Take on Brexit and Emerging Markets

On Friday, June 24, financial markets around the world awoke to a post-Brexit hangover. The United Kingdom had voted to leave the European Union, leaving many investors surprised, including me.

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Perspective

Mining for Opportunities in Peru and Chile

Setting up a visit to a mine high in the mountains of Peru was one of the most difficult arrangements our team has had to make! Negotiations with the company were lengthy, and we were close to giving up.

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Perspective

Malaysia and Islamic Finance in Emerging Markets

The world of Islamic finance and investing represents an exciting world of opportunities to us, and one we think should likely continue to grow.

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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.