Investment Adventures in Emerging Markets

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History

A Spiritual Journey in Thailand

It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual 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

Vietnam-EU Agreement: A Good Deal for Southeast Asia

As investors in Vietnamese stocks, the primary constraint we face is one of liquidity and limited choices in which to invest, but we are hopeful that will soon change. Vietnam has had a fast-growing economy, and we have found good companies there, including some that are state-owned.

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History

ASEAN’s Ambitious Agenda

Most investors are likely aware of the activities of the Fed and European Central Bank, but perhaps less talked about is the fact that the People's Bank of China has an even bigger balance sheet than the Federal Reserve.

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History

Indonesian Optimism

President Jokowi is a change from all past presidents since Indonesia gained independence in 1945. Hence, some degree of optimism is justified, although it will not be without hurdles.

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Guest Bloggers

Meet My Team: Dennis Lim

I like to remind myself that when we make investments in the emerging markets, apart from the goal of helping our investors to realize potential returns, we are also helping to bring development to many of the poorer parts of the world.

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ASEAN Cooperation: A Growing Global Power

Individual ASEAN member markets look small and less liquid, but by coming together, the region could become a much larger market force and global power, too.

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Looking Beyond Politics in Thailand

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Emerging Markets 2014 Outlook: Shaping the Next Decade

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A Tragedy in the Philippines

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Thailand: Land of Smiles