Investment Adventures in Emerging Markets

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Perspective

State of Emerging Markets: All About Those [Central] Banks

Moving into the second quarter of 2015 and beyond, we believe a complex global background appears broadly favorable for emerging markets.

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Perspective

A Pivotal Year for ASEAN?

In our view, Southeast Asia is currently among the most exciting investment destinations available to emerging and frontier market investors. The range of opportunities available to investors is remarkable, from the highly developed and technologically sophisticated Singapore market through emerging markets in various stages of development.

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Perspective

Investor Sentiment Around the World

We certainly don’t want to jump to any conclusions about potential market performance based on investor sentiment (or any one indicator for that matter), but it reminds me of the late Sir John Templeton’s famous words: ‘Bull markets are born on pessimism, grow on skepticism and die on euphoria.'

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Guest Bloggers

Celebrating Romania

In our view, structural reforms, including a push for more fiscal predictability, coupled with a new IMF loan agreement, should likely boost investor confidence in Romania. In addition, We believe the efforts undertaken to facilitate investor access to the local capital market, which has been quite difficult in the past, are positive steps toward attracting more foreign investments in Romania.

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Perspective

Significant Slip—or Just a Blip—in Emerging Markets’ Foreign Exchange Reserves?

We view the relatively small decline in emerging market foreign exchange reserves as quite minor in the broader macroeconomic context.

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Guest Bloggers

Meet My Team: Allan Lam

We have seen crises around the world over the years, but crises bring opportunities; these sorts of moments are when our analytical skills are most needed and can add value for investors.

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Perspective

A New Way Forward for Nigeria?

Perhaps the biggest long-term challenge for Nigeria going forward is to develop government leadership that will be intent on economic development and utilizing the country’s resources to develop infrastructure.

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History

Once Forbidden Frontiers

Investing in frontier markets can come with a higher degree of volatility than more established markets, but to me, they offer pretty exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today.

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Perspective

Opportunities in Islamic Finance Grow

Shariah-compliant investments emphasize a worthy function and social impact to help mankind. This aspect appears to potentially fit with the need for high levels of infrastructure investment across a wide range of emerging countries, both in the Islamic world and beyond.

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Perspective

A Contrarian Case for Brazil

I’m pleased to say that while Brazil certainly still has problems to work through, I’m a little more optimistic about the investment prospects there than I was about six months ago—and that’s partly because everyone else seems so pessimistic!

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Perspective

Monetary Policy Matters

For now, we believe the most recent easing efforts of Japan, the ECB, China, India and other central banks should offset concerns about potential interest rate increases coming this year from the Fed and other developed markets.

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Perspective

Will China’s Year of the Goat Bring Out the Market Bulls?

We believe China’s comprehensive capital market reform plan is the right step taken by the government, but the market still doesn’t seem too confident the government is willing to take the short-term pain to put all these reform proposals into action.