Emerging Markets
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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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Why We Think Mexico Is a Standout in Latin America
I recently traveled to Latin America and had the opportunity to visit and collaborate with a number of our team members based in the region, including Rodolfo Ramos Cevallos, who works out of our office in Mexico City. Oil prices
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Brazil: Opportunities Amidst Turmoil
Check out the latest infographic from Brandes Investment Partners
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Stock-picking most effective in ex-Asian markets
The prospects for ex-Asian emerging markets will remain uncertain in 2016 in the absence of any obvious catalysts that will trigger a rebound over a weak 2015. But their performance is expected to improve over a low base, with Central
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China and India: Two giants you can’t ignore
The meteoric rise of China and India as economic superpowers has permanently changed the global investment landscape. Though still considered emerging markets, both countries have become dominant forces in the global economy, offering an abundance of investment opportunities in a
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Emerging Markets Eclipse Developed Markets
The evidence of stronger emerging market fundamentals is indisputable. Here are some of the main reasons why emerging markets are poised to overtake developed markets in terms of relative importance for investors. Emerging markets will grow faster than developed markets
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Emerging Markets 2016 Outlook
December 30, 2015 In many respects, 2015 was a challenging year for investors in emerging markets. However, we consider many of the factors driving recent volatility to be temporary, and we are optimistic for the longer term due to several
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Malaysia’s Crisis of Confidence
December 1, 2015 One might say Malaysia has been facing a crisis of confidence this year as its currency (the ringgit) weakened to levels not seen since the Asian financial crisis in the late ’90s and its stock market declined
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