Investment Adventures in Emerging Markets

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Perspective

South Africa: Key Issues and Challenges

Despite all the political and economic challenges facing South Africa, the people’s desire for a better life with better education for their children, strong domestic institutions, full employment opportunities and faster economic growth means that the future can be much brighter.

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Perspective

South Korea’s Presidential Impeachment

President Park’s impeachment has important potential implications for the South Korean economy and market. Although the country has very strong Confucian traditions that have made it difficult to confront people of higher status, there has been movement toward reform and change in the society as a whole, and not only in government.

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Perspective

South Africa’s Slow Progress

While South Africa has its challenges, the consumer sector is one where we continue to search for potential opportunities. We think economic improvement and the increased spread and acceptance of technology could prove drivers for companies in this space.

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History

A Travel Transformation in Emerging Markets

Traveling to and within emerging markets is now far easier and faster today than ever—in some places, gleaming airports and train stations even rival or surpass those of developed markets.

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Guest Bloggers

An Emerging-Market Evolution

It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets.

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History

Celebrating a 30-Year Anniversary

At the core—people’s hopes and dreams for the future are more alike than not. I think this is a very important message to remember, particularly in the wake of nationalistic or populist movements that have been sweeping many places in the world today. We should not fear each other.

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Perspective

China and Shadow Financing

While the year ahead is certain to bring challenges, we remain optimistic about investing in China and the many opportunities we see in various sectors of the economy. The growth in financial services is just one area representing the boom in consumer-oriented products and services we expect to continue in China.

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Perspective

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism

We think emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall GDP growth rates that have been comfortably in excess of the developed world for many years, despite much publicized slowdowns in certain countries.

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Perspective

Vietnam’s Transformation

In just a few decades, Vietnam has undergone a dramatic transformation, from an agrarian society to one that has embraced the modern era. Its youthful population and growing middle class have helped drive solid growth—and opportunities for many global investors.

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Guest Bloggers

Emerging-Market Equity 2017 Outlook

On balance, although we are mindful of the potential for volatility and watchful for the risks, we believe sentiment toward emerging markets could continue to become more positive.

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Guest Bloggers

Focusing on Fundamental Improvement

We believe the challenges faced by some countries, sectors and companies have at times obscured in investors' minds the interesting opportunities within the emerging-markets space.

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Perspective

Readers’ Questions Answered

While the president cannot directly impact monetary policy, it appears from his rhetoric that [Donald] Trump may put pressure on the Federal Reserve (Fed) to raise rates—which actually seemed to be the Fed’s likely path even before the election.