Investment Adventures in Emerging Markets

Colombia’s Tourism Turnaround
Perspective

Colombia’s Tourism Turnaround

If Colombia’s government is able to resolve its budget issues without resorting to burdensome taxation, while moving privatization efforts forward to fund infrastructure developments, we think the future could be very bright for this beautiful nation.

Brazil’s Olympic Ambitions
Perspective

Brazil’s Olympic Ambitions

It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

Challenges and Opportunities Facing Brazilian Companies
Perspective

Challenges and Opportunities Facing Brazilian Companies

Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

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.