Investment Adventures in Emerging Markets

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History

Looking Back 20 Years: Lessons of the Asian Financial Crisis

It is our job to differentiate the individual investment opportunities we see on a case-by-case basis, and use times of inevitable panic to pick up bargains where we see sound footing and good prospects.

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Perspective

China: Building Roads to the Future

With the upcoming 19th Communist Party Congress this autumn, I think it will be important for [China’s] President Xi to seek to ensure financial stability and to demonstrate that he is capable of presiding over a stable financial system.

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Perspective

Readers’ Questions Answered

Cashless payment is developing at high speed. I experience electronic payment systems nearly everywhere in the world I visit, particularly in Asia. It’s a wave of the future that can’t be stopped, not only because it is so convenient and efficient, but because the rise of Internet shopping and banking makes such technology essential.

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Guest Bloggers

Busting the Frontier-Market Myths

"There are a number of urban myths about frontier markets. We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives."

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Perspective

Brazil’s Political Bumps

Mark Mobius offers his perspective on Brazil’s latest political turmoil and the importance of taking a long-term view as an investor in emerging markets.

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Perspective

Reform and Reflation in China

Mark Mobius and Eddie Chow offer some on-the-ground perspective on the ups and downs of China’s stock market and issues affecting investors there.

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History

South Korea Votes for Change

Voters across the globe seem to be clamoring for change, and South Korea’s presidential election may be viewed as another example. Moon Jae-in, considered a left-leaning liberal, won the presidential election in South Korea. The victory is significant because of his political stance on a number of issues as well as his background.

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Perspective

An Ocean Voyage in Southeast Asia

Air travel is a quick and convenient way to get from one place to the next, but sometimes it’s nice to slow down and enjoy the journey. Traveling ...

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Guest Bloggers

Argentina’s Return

On a recent visit to Argentina, I was interested to see how things had changed under the leadership of a new administration—and many rapid subsequent policy changes. Work still remains to be done to address challenges, and the path forward may be a little bumpy at times, but the progress we have seen has been encouraging so far.

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Perspective

Emerging Markets Q1 2017 Recap: A Strong Start

The general landscape of emerging-market corporations has undergone a significant transformation from the often plain-vanilla business models of the past to a new generation of innovative companies that are moving into technology and higher value-added goods and services.

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Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.

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Guest Bloggers

Why Things Aren’t What They Used to Be in Emerging Markets

After more than three years of languishing at depressed levels, earnings in emerging-market companies are showing signs of recovery, and that is reflected in the attitudes of companies and their management as well as in their financial data.