Investment Adventures in Emerging Markets

Card image cap
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.

Card image cap
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 ...

Card image cap
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.

Card image cap
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.

Card image cap

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.

Card image cap
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.

Card image cap
Perspective

South Africa: Key Issues and Challenges

Despite all the political and economic challenges facing South Africa, the people’s desire for a better life with better education for their children, strong domestic institutions, full employment opportunities and faster economic growth means that the future can be much brighter.

Card image cap
Perspective

South Korea’s Presidential Impeachment

President Park’s impeachment has important potential implications for the South Korean economy and market. Although the country has very strong Confucian traditions that have made it difficult to confront people of higher status, there has been movement toward reform and change in the society as a whole, and not only in government.

Card image cap
Perspective

South Africa’s Slow Progress

While South Africa has its challenges, the consumer sector is one where we continue to search for potential opportunities. We think economic improvement and the increased spread and acceptance of technology could prove drivers for companies in this space.

Card image cap
History

A Travel Transformation in Emerging Markets

Traveling to and within emerging markets is now far easier and faster today than ever—in some places, gleaming airports and train stations even rival or surpass those of developed markets.

Card image cap
Guest Bloggers

An Emerging-Market Evolution

It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets.

Card image cap
History

Art, Entertainment and Leisure in Asia

The growth of the middle class and rising incomes in many emerging markets means more discretionary income available for leisure pursuits from cinema to theme parks to new food choices to artwork and more. We think this area represents an interesting area of opportunity for investors—and one that’s quite fun to explore.