Investment Adventures in Emerging Markets

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Guest Bloggers

An Emerging-Market Evolution

It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets.

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Guest Bloggers

Emerging-Market Equity 2017 Outlook

On balance, although we are mindful of the potential for volatility and watchful for the risks, we believe sentiment toward emerging markets could continue to become more positive.

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Guest Bloggers

Focusing on Fundamental Improvement

We believe the challenges faced by some countries, sectors and companies have at times obscured in investors' minds the interesting opportunities within the emerging-markets space.

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Guest Bloggers

Progress and Improving Sentiment in China

For China’s domestic A-share market, higher participation from foreign investors, especially institutional investors, is a positive development as it can provide greater breadth in the near term and, longer term, can help drive the push for better corporate governance, a better regulatory framework and stricter enforcement.

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Guest Bloggers

Meet Our Team: Greg Konieczny

Among frontier countries in Eastern Europe, we view Romania as the most attractive market. There are bargains from a valuation standpoint, and good prospects for further initial public offerings of state-owned enterprises (SOEs) as well as private companies.

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Perspective

Emerging-Market Small Caps: A Distinct Growth Opportunity

In such a low-growth world, investing in smaller EM companies may provide exposure to many of the fastest-growing companies in the fastest-growing countries globally.

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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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Guest Bloggers

We Still Don’t See a China Hard Landing

China’s economic transition—along with incredible economic growth already experienced—has resulted in a much larger economy so that the percentage growth numbers will naturally decelerate going forward. In our view that’s not a reason to panic.

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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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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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Guest Bloggers

Frontier Markets in Focus: 2016 and Beyond

Frontier markets represent exciting long-term investment opportunities for our team. We see favorable fundamentals including strong economic growth, abundant natural and human resources, favorable demographic profiles, the potential for rapid technological progress, and potential benefits from improving infrastructure and improving standards of governance.

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Guest Bloggers

South Africa’s Sporting and Economic Scorecard

In my view, it is absolutely critical that the government, labour unions and employers work together to create a more flexible labour environment that is not as fixated on high entry-level wages, but rather, is focused on improving the overall level of employment.