Investment Adventures in Emerging Markets

Africa’s Electrifying Future
Perspective

Africa’s Electrifying Future

We believe the availability of reliable power could sustain dynamic economic growth rates across Africa, potentially enriching the population and creating markets for new consumer businesses.

2015 Investment Outlook: Emerging Markets Still Global Growth Drivers
Perspective

2015 Investment Outlook: Emerging Markets Still Global Growth Drivers

We are enthusiastic about the potential of new technology to accelerate growth trends, with some Internet and mobile communications-based technologies in particular offering less developed countries the opportunity to potentially leapfrog generations of economic change in more mature markets and move directly to efficient modern systems.

ASEAN’s Ambitious Agenda
History

ASEAN’s Ambitious Agenda

Most investors are likely aware of the activities of the Fed and European Central Bank, but perhaps less talked about is the fact that the People's Bank of China has an even bigger balance sheet than the Federal Reserve.

Malaysia’s Developing Vision
History

Malaysia’s Developing Vision

Currently, we see Malaysia undergoing a period of transition, as old policies must evolve to meet future goals. I would describe our view of Malaysia today as cautiously optimistic—we are certainly hoping Malaysia succeeds in reaching its ambitious goals, and we plan to be there along the way.

Indonesian Optimism
History

Indonesian Optimism

President Jokowi is a change from all past presidents since Indonesia gained independence in 1945. Hence, some degree of optimism is justified, although it will not be without hurdles.

Three Words for Brazil
Perspective

Three Words for Brazil

In our view, a more market driven economic approach in Brazil, together with a reduction in bureaucracy, should benefit both the people of Brazil and investors in the country, but our investment metrics suggest that a number of businesses with strong management and attractive positions in their markets are well placed potentially to prosper even in a business-as-usual environment.

Focus on Long-Term Fundamentals, Not Fears
Perspective

Focus on Long-Term Fundamentals, Not Fears

I can’t say when this current bout of market volatility will end, but I can say, based on decades of experience navigating the markets, that it won’t last forever. And, it will bring potential opportunities for the savvy investor who knows where to look.

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks
Perspective

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks

We remain convinced that the boundaries of emerging-, frontier- and developed-market stocks will continue to converge and offer investors significant potential opportunities in their portfolios—no matter how they are labeled—in the years to come.

Meet My Team: Dennis Lim
Guest Bloggers

Meet My Team: Dennis Lim

I like to remind myself that when we make investments in the emerging markets, apart from the goal of helping our investors to realize potential returns, we are also helping to bring development to many of the poorer parts of the world.

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

Technology and the Internet are linking potential customers to markets at a rate that would have seemed impossible even a decade ago—to the potential benefit of both the populations of emerging markets and the businesses set up to serve them.

Banking on BRICS

Banking on BRICS

If the BRICS countries are able to achieve unity of purpose, I think this group and its new development bank could become very powerful in changing the global financial landscape.

Touring the Investment Landscape in the Czech Republic

Touring the Investment Landscape in the Czech Republic

Prague is an attractive destination not only because of its history but also its collection of beautiful buildings and interesting architecture, an important draw for travelers.