Investment Adventures in Emerging Markets

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Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.

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Perspective

Readers’ Questions Answered

Cashless payment is developing at high speed. I experience electronic payment systems nearly everywhere in the world I visit, particularly in Asia. It’s a wave of the future that can’t be stopped, not only because it is so convenient and efficient, but because the rise of Internet shopping and banking makes such technology essential.

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Perspective

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism

We think emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall GDP growth rates that have been comfortably in excess of the developed world for many years, despite much publicized slowdowns in certain countries.

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Perspective

Readers’ Questions Answered

While the president cannot directly impact monetary policy, it appears from his rhetoric that [Donald] Trump may put pressure on the Federal Reserve (Fed) to raise rates—which actually seemed to be the Fed’s likely path even before the election.

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Perspective

Emerging Markets Q3 Recap: Sentiment Remains Strong

Companies in the consumer-related sectors and information technology are particularly attractive to us in the current environment, especially as technology is becoming more integral and competitive in emerging markets.

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Perspective

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

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Guest Bloggers

Meet My Team: Chetan Sehgal

With a large population base and underpenetrated nature of consumption, India remains one of the last bastions for real growth.

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Reform in India: A Work in Progress

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Readers’ Questions Answered Part IX

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More Readers’ Questions Answered

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Readers’ Questions Answered Part VII

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The U.S. Debt and Emerging Market Opportunities