Investment Adventures in Emerging Markets

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Art, Entertainment and Leisure in Asia

The growth of the middle class and rising incomes in many emerging markets means more discretionary income available for leisure pursuits from cinema to theme parks to new food choices to artwork and more. We think this area represents an interesting area of opportunity for investors—and one that’s quite fun to explore.

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Celebrating a 30-Year Anniversary

At the core—people’s hopes and dreams for the future are more alike than not. I think this is a very important message to remember, particularly in the wake of nationalistic or populist movements that have been sweeping many places in the world today. We should not fear each other.

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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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Positive Trends and Political Challenges in Poland

We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

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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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The Red Tour: Nanchang to Fuzhou

We emphasize that investors should consider looking beyond China’s short-term market gyrations to the long-term potential that seems clearly evident—at least from our perspective.

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Wuhan: China’s Travel Hub

News and entertainment I saw in China indicated to me that political changes are coming hard and fast.

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Exploring Culture and Companies in Changsha, China

It's clear to me that despite the tremendous amount of infrastructure building that has already taken place in China, there is a need for more.

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Travels in China: Nanning to Guiyang

While we’ve heard reports of falling real estate prices in some of the smaller (second- or third-tier) cities in China, we didn’t see widespread evidence of that; sales still seemed generally robust in the regions we toured.

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Shenzhen: A City on the Move

Driving through Shenzhen, I could see how it has transformed since the first time I visited about 20 years ago. Where there were once rice fields, office and apartment buildings have sprung up—some of which are now among the tallest in China.

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Travels in Sri Lanka: The Political and Investment Climate

After our recent visit to Sri Lanka, we think the country has the potential to offer more and attract much larger investment, and we hope to be part of that pool.

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Travels in Sri Lanka: The Tourist Trade

I encourage travelers to check out Sri Lanka, which has much to offer tourists including warm weather, expansive beaches, and an interesting heritage with many cultural attractions.