Investment Adventures in Emerging Markets

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Perspective

Are Emerging Markets Turning a Corner?

We consider many of the factors driving recent volatility in emerging markets to be temporary in nature and compounded by typically low summer liquidity—thus we believe we have grounds to be optimistic longer term.

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Perspective

A Fed Move Could Be Good News for Emerging Markets

If in coming months the Fed feels confident enough in the US economy to raise interest rates, it could be viewed as positive news for emerging markets, particularly those with export ties that benefit from a strengthening US economy.

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Perspective

Growth Matters

We have found that companies in the consumer or retail space with a high market share can benefit from rising consumption and GDP per capita. These investments are particularly attractive if profit margins can be improved.

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Perspective

Building for the Future: Infrastructure in Emerging Markets

Emerging economies in general have experienced stronger economic growth trends than developed markets over the past decade, a trend that I expect to continue. That growth, combined with rising populations and a trend toward urbanization, requires more infrastructure.

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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

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

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

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

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

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.

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Perspective

Focus on Long-Term Fundamentals, Not Fears

I can’t say when this current bout of market volatility will end, but I can say, based on decades of experience navigating the markets, that it won’t last forever. And, it will bring potential opportunities for the savvy investor who knows where to look.