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China: Building Roads to the Future
China is forging new global connections and expanding trade and market access in many ways. The country does seem to be opening its capital markets and working to become more transparent. We have seen the success of stock linkages between
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As “new” China economy stabilizes, markets poised for upside surprise
There is growing optimism that the Chinese markets will surprise on the upside as government reforms begin to take hold. Since the beginning of the year, the country’s macro-economy has stabilized, fuelled by strengthening industrial output, an expanding service sector,
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Odds of outperformance in emerging markets stacked in favor of active managers
When investing in emerging markets, the odds of outperformance are stacked in favor of active managers. That’s because, unlike developed markets, emerging markets are a heterogeneous and inefficient asset class. Each individual market and region possesses unique characteristics, risks and
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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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