Posts From Dwarka Lakhan
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Dwarka Lakhan
India, the sleeping giant awakes 4
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 MoreUnderstanding frontier market risks 6
US regulator warns investors that in spite of potential for higher returns, they should be aware of frontier market risks The standard warning for all investments – whether they are made in developed, emerging or frontier markets – is the higher
Read MorePotential political change as Brazilian presidential election nears 172
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 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 MoreEM Intelligence Exclusive: Why Emerging Markets Now? 4
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 MoreEmerging markets set to improve 18
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather than country plays. A growing middle class remains a driving force The outlook for emerging
Read MoreCharles Brandes – Top bets are outside North America 3
Value investor Charles Brandes finds bargains in Japan and the emerging markets Despite the recent strengthening of U.S. stock markets, the best prospects for making gains in equities lie in the eurozone, Japan and emerging markets, says prominent deep-value investor
Read MoreLatin American markets are standing on their own feet 3
Latin American markets appear to have taken a potent dose of cold medication, as the region now appears to be immune to catching a cold when the U.S. sneezes. This situation dispels the decades-old axiom that the fortunes of Latin America
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