Investment Adventures in Emerging Markets

Building for the Future: Infrastructure in Emerging Markets
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.

Developments in the Reform of China’s State-Owned Enterprises
Perspective

Developments in the Reform of China’s State-Owned Enterprises

Investors’ interest in China’s SOEs has no doubt been piqued by guidance from sources close to the government that reform plans foreshadowed in the government’s November 2013 program could soon begin to assume more concrete shape, helping drive the recent gains in the Shanghai and Hong Kong share markets.

State of Emerging Markets: All About Those [Central] Banks
Perspective

State of Emerging Markets: All About Those [Central] Banks

Moving into the second quarter of 2015 and beyond, we believe a complex global background appears broadly favorable for emerging markets.