Investment Adventures in Emerging Markets

Malaysia’s Crisis of Confidence
Perspective

Malaysia’s Crisis of Confidence

While fiscal prudence and stronger commodity prices should help the country, one could argue that Malaysia will need to restore the confidence of its people in its government and of foreign investors in its markets to truly get back on track.

India: Interest Rates, Inflation and Manufacturing Ambitions
History

India: Interest Rates, Inflation and Manufacturing Ambitions

We have high hopes for India’s future, so we remain quite interested in India and continue to seek out investment bargains there. We are looking to diversify our exposure to Indian equities through a mix of commodities-oriented, export-oriented and domestic companies.