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

Gideon Rachman, The Financial Times

Will New Leadership Change the Outlook for the Philippines?

The Philippines, a nation in Southeast Asia made up of thousands of islands, has a new leader. After his opponents decided to withdraw from the election, Rodrigo Duterte was unofficially declared the country’s president. The question many investors are now

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A New Era for Argentina

My colleagues and I recently visited Argentina, which is undergoing a transformation after last year’s election ousted President Cristina Fernández de Kirchner, the wife of the previous President Nestor Kirchner. The center-right opposition candidate Mauricio Macri’s win with his “Let’s

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We Still Don’t See a China Hard Landing

After a long period of outstanding economic growth, many investors are now wondering about the future path of China’s equity market and its economy, with some making doom-and-gloom predictions. Although China’s gross domestic product (GDP) growth is slowing compared with

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Views from on-the ground experts at the Excel Emerging Markets Symposium

Below are summaries from the recent Excel Emerging Markets Symposium. Mahesh Patil India, leading the world in growth Mr. Richard PAN, Head of QFII Investment, Portfolio Manager, Institutional Equities Leverage growth opportunities in the world’s largest emerging market by capitalization.

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