Investment Adventures in Emerging Markets

South Africa’s Sporting and Economic Scorecard
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.

Vietnam-EU Agreement: A Good Deal for Southeast Asia
Perspective

Vietnam-EU Agreement: A Good Deal for Southeast Asia

As investors in Vietnamese stocks, the primary constraint we face is one of liquidity and limited choices in which to invest, but we are hopeful that will soon change. Vietnam has had a fast-growing economy, and we have found good companies there, including some that are state-owned.

Oil and Emerging Markets: A Double-Edged Sword
Perspective

Oil and Emerging Markets: A Double-Edged Sword

Most consumers naturally cheer lower energy prices, but looking at overall economic impacts, lower oil prices can be a double-edged sword. In countries that are heavily dependent on oil exports, a prolonged oil price slump could be harmful.

World’s Economies Come of Age

World’s Economies Come of Age

The Next Frontier

The Next Frontier