"...emerging markets will grow faster than the
developed world for decades to come."

Gideon Rachman, The Financial Times

Building for the Future: Infrastructure in Emerging Markets

There has been a recent debate about whether the end of the commodities “supercycle” is over, and if we are entering a new era of lower prices for natural resources, particularly oil. While no one can predict exactly where prices

Read More

Emerging Market Dividend Paying Companies Less Risky

Investing in dividend paying emerging market (EM) stocks for greater total returns is a whole lot more attractive than investing in dividend paying developed market (DM) stocks and non dividend payers. And that’s not all – EM companies that pay

Read More

Developments in the Reform of China’s State-Owned Enterprises

Chinese stocks have been soaring in the first half of this year, and I’ve often been asked about whether I expect a correction—or whether there’s more room to run. It’s important to note that China’s stock market is really multiple

Read More

China A Shares, Pakistan and Saudi Arabia set to be included in MSCI Indices

In a June 9th Press Release, MSCI Inc., the premier provider of global equity indexes, announced that it expects to include China A shares in the MSCI Emerging Markets Index after a few important remaining issues related to market accessibility

Read More

Drive to Reduce Corruption Dampens Luxury Goods Consumption in China

The Chinese still have an affinity for luxury goods but the government’s drive to stamp out corruption has put a damper on demand. “Froth and extravagance are no more” states an Exane BNP Paribas report (China 3.0 – Luxury Goods:

Read More

State of Emerging Markets: All About Those [Central] Banks

This spring my travels have taken me to Europe, where I’ve had the pleasure of speaking with colleagues, clients and companies in the region that are on our team’s radar. I’ll be back in London for Franklin Templeton’s 2015 London

Read More