"I think the welcoming of foreign capital and the trend toward privatization have been key to the growth and development of emerging markets over the past few decades, and one of my biggest fears is the possibility of the door shutting on both in some countries."

A Quarter Century of Emerging-Markets Investing
June 11, 2014

At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was ...

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Thailand’s Tensions, and Resilience

Thailand’s Tensions, and Resilience
May 28, 2014

Thailand’s imposition of martial law on May 20 came after months of protests and threats of violence between two opposing sides—the ...
"The shocking kidnapping of school girls by the Boko Haram, probably designed to embarrass the government at the time of the World Economic Forum, highlighted that Nigeria's path to development will not be an easy one. I don’t believe even such a hideous act of terrorism should dislodge Nigeria’s path to future economic growth. "

Nigeria: An African Giant
May 12, 2014

I’ve been a frontier market fan for some time now, especially when it comes to Africa, and particularly when it comes to investing in Nigeria. On ...

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