Emerging Market Analysis
Back to homepageThree Words for Brazil
As long-time investors in Brazil, the recent presidential election has been of keen interest to us. One can certainly say it’s been an interesting race! The market had been volatile based on the changing polls leading up to the election;
Read MoreIndia, the sleeping giant awakes 3
Dramatic reforms under the new Indian government are expected to re-ignite the country’s equity market and attract a flood of foreign investors Long considered the sleeping giant, India has awakened to the drum beats of its new Prime Minister, Narendra
Read MorePotential political change as Brazilian presidential election nears 159
As the Brazilian presidential election nears on October 5, Marina Silva’s challenge of incumbent Dilma Rousseff, though fading, remains credible. However, if none of the candidates obtains more than 50% of the valid votes in the elections – which are
Read MoreChinese economic growth stimulated by liquidity boost 2
The People’s Bank of China, the country’s central bank, is injecting $81 billion dollars into the economy to stimulate Chinese economic growth in the slowing economy. The country’s deepening economic slow down is the worst since the 2007-08 global financial crisis.
Read MoreThe Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth 0
The potential for emerging and frontier markets to realize accelerated economic growth as a result of new technology transfer comes up regularly in our research findings. We have been increasingly excited about a new development—the capacity for new technology, particularly
Read MoreBanking on BRICS 2
In July, leaders of the five emerging market countries known as the “BRICS” (Brazil, Russia, India, China and South Africa) met in the Brazilian city of Fortaleza and announced the creation of a New Development Bank (NDB). Interestingly and significantly,
Read MoreTouring the Investment Landscape in the Czech Republic 2
My team and I have been touring Central and Eastern Europe this summer, and our travels recently took us to the Czech Republic. It’s a country with an interesting history, and from our perspective, it also holds a variety of
Read MorePoland’s Growing Prosperity 6
When I first traveled to Warsaw over 20 years ago, it was a grey and forbidding place with drab shop windows, a holdover from the Communist era. Now it is a bustling, prosperous place with wonderful restaurants, new, tall office
Read MoreCapital Markets Reform in China: Gaining Momentum 3
Reform efforts in China seem to be gaining momentum. The big question is whether these reforms will buoy investor confidence, and jumpstart China’s local A-share market. In November 2013, the Chinese Communist Party convened its Third Plenary Session, resulting in
Read MoreHow Big Are Emerging Markets? 2
Statistical studies of gross domestic product (GDP) in emerging markets have been in the news recently. Early in April, a rebasing of Nigeria’s GDP by the country’s statistical office led to Nigeria’s published GDP for 2013 almost doubling, pushing Nigeria
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