Investment Adventures in Emerging Markets

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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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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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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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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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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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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.

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Colombia’s Tourism Turnaround

If Colombia’s government is able to resolve its budget issues without resorting to burdensome taxation, while moving privatization efforts forward to fund infrastructure developments, we think the future could be very bright for this beautiful nation.

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Emerging Markets Q1 2016 Recap: A Turn in Fortunes

The first-quarter of the year was marked by a turn in fortunes for emerging markets overall, which saw many investors return to the asset class after a challenging 2015.

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Brazil’s Olympic Ambitions

It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

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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.