Posts From Carlos Hardenberg
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Carlos Hardenberg
Emerging Market 2018 Outlook
I have been championing the case for emerging-market investing through many market ups and downs, but the task was a bit easier in 2017. Emerging markets (as measured by the MSCI Emerging Markets Index) saw a positive performance in 2017
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Emerging Markets in the Digital Age
My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new
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Busting the Frontier-Market Myths
Although frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities. Here, I’ve invited my colleague Carlos Hardenberg, senior vice president and director of frontier markets
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Why Things Aren’t What They Used to Be in Emerging Markets
The prospect of stabilizing commodity prices and improving corporate earnings has helped rebuild investor interest in emerging markets over the past year. But returning investors may find the constituents of today’s emerging markets are very different from those of the
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Emerging Markets: Focusing on Fundamental Improvement
A cloud of skepticism still appears to be hanging over emerging markets, but we think it’s now time to focus on fundamental economic realities. Short-term market volatility aside, over the last couple of months we’ve seen significant improvements across the
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