Investment Adventures in Emerging Markets

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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.

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Perspective

A Few Words on Greece

We see the Greek election as bringing to the fore how the country’s debt situation—and issues related to debt problems in Europe overall—requires dramatic changes and bold action.

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Perspective

Reforms in Asia Bring Big Potential for Small Companies

Smaller companies in emerging markets appear poised to potentially benefit amid more market-friendly reforms that break down barriers to entry and inspire entrepreneurship. Additionally, since small-cap companies are driven primarily by domestic demand, the recent drop in oil prices could be an added boon to these companies.

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Perspective

Africa’s Electrifying Future

We believe the availability of reliable power could sustain dynamic economic growth rates across Africa, potentially enriching the population and creating markets for new consumer businesses.

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Perspective

2015 Investment Outlook: Emerging Markets Still Global Growth Drivers

We are enthusiastic about the potential of new technology to accelerate growth trends, with some Internet and mobile communications-based technologies in particular offering less developed countries the opportunity to potentially leapfrog generations of economic change in more mature markets and move directly to efficient modern systems.

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Perspective

Oil and Emerging Markets: A Double-Edged Sword

Most consumers naturally cheer lower energy prices, but looking at overall economic impacts, lower oil prices can be a double-edged sword. In countries that are heavily dependent on oil exports, a prolonged oil price slump could be harmful.