Emerging Markets
Back to homepageIndia, 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 MoreAlthough risky, the search for yields leads to emerging market debt 4
The geographically diverse emerging market debt universe is liquid; growing at a rapid pace; and most of all, provides superior returns relative to developed market bonds. Emerging market debt (EM) has been the solution for higher yields in the current
Read MorePotential political change as Brazilian presidential election nears 150
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 MoreTaking a “differentiated approach” to investing in emerging markets 4
One size does not fit all when it comes to investing in emerging markets. Each emerging market country and region offers opportunities to make money at different times in different economic cycles. As a result, it is often necessary to
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 MoreEM Intelligence Exclusive: Why Emerging Markets Now? 3
Given the relative importance of emerging markets which account for over 30% of total absolute global equity market capitalization, it is necessary for investors to increase their asset allocation to emerging markets in order to diversify their portfolios and benefit
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 4
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
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