Investment Adventures in Emerging Markets

Will New Leadership Change the Outlook for the Philippines?
Perspective

Will New Leadership Change the Outlook for the Philippines?

We think the Philippines appears to be in a demographic sweet spot, and the country should continue to grow as long as there’s no dramatic change in government policies and the path toward reform continues.

We Still Don’t See a China Hard Landing
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.

Meet My Team: Chetan Sehgal
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.

The Red Tour: Nanchang to Fuzhou
History

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.

Wuhan: China’s Travel Hub
History

Wuhan: China’s Travel Hub

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

Exploring Culture and Companies in Changsha, China
History

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.

Travels in China: Nanning to Guiyang
History

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.

Shenzhen: A City on the Move
History

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.

China’s Conundrum
Perspective

China’s Conundrum

As we see it, there is no question that China should continue to have strong growth this year, but one might say China is facing a bit of a conundrum. On the one hand, the government wants stability, but on the other, it also is striving toward more openness.

Travels in Sri Lanka: The Political and Investment Climate
History

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.

Travels in Sri Lanka: The Tourist Trade
History

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.

Capital Markets Reform in China: Gaining Momentum

Capital Markets Reform in China: Gaining Momentum

We believe China’s comprehensive capital market reform plan is the right step taken by the government, but the market still doesn’t seem too confident the government is willing to take the short-term pain to put all these reform proposals into action.