Investment Adventures in Emerging Markets

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Perspective

Back to Brazil

"Brazil has only recently emerged from a prolonged recession and its challenges, including corruption scandals within the government and corporations, are certainly well known. However, Brazil’s economy is large and holds many potential opportunities for investors amid a backdrop of improving fundamentals.” - Mark Mobius

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Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.

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Perspective

Emerging-Market Resilience

While emerging markets remain sensitive to macroeconomic indicators and global monetary policy—which means volatility is likely to persist for some time—we see signs confidence is returning to emerging markets and believe it is likely to continue.

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Guest Bloggers

Brazil on the Olympic Stage

There is certainly a risk that Brazil’s political challenges could be prolonged, but the last few months have shown us that there appears to be tremendous support in Brazil’s Congress and among its population in general for a new kind of agenda, one that not only modernizes the state but also modernizes the economy.

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Perspective

Mining for Opportunities in Peru and Chile

Setting up a visit to a mine high in the mountains of Peru was one of the most difficult arrangements our team has had to make! Negotiations with the company were lengthy, and we were close to giving up.

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Perspective

Colombia’s Tourism Turnaround

If Colombia’s government is able to resolve its budget issues without resorting to burdensome taxation, while moving privatization efforts forward to fund infrastructure developments, we think the future could be very bright for this beautiful nation.

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Perspective

Brazil’s Olympic Ambitions

It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

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Perspective

Challenges and Opportunities Facing Brazilian Companies

Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

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Guest Bloggers

Why We Think Mexico Is a Standout in Latin America

While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

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Putting Colombia on the Global Investment Map

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Pioneering Frontier Markets

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Commodities & Consumers in Latin America