Recent Articles from this contributor
Why Better Times May Be Ahead For China’s Stock Market
Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”
Inflation Everywhere? In Asia, Not So Much Yet
Inflation remains remarkably benign in Asia, while in other Emerging Markets it is following – or exceeding – the global trend.
Is China Still Investable?
Yes, but it’s a new kind of investable that should demand a different approach from investors in the future.
Joe Biden and the G7 Plan to Take on China. Will It Work?
As it stands, China’s economy will almost certainly surpass the U.S. and become the largest in the world by 2030 – if not sooner.
South Africa: Not So Fragile Now
Why resurgent commodity prices and political reforms have investors feeling optimistic about the second largest economy in Africa.
Emerging Markets Take the Lead on Inflation
EM investors will need to be both diversified and selective to withstand inflationary pressures.
Looking Beyond China – To India – in Emerging Markets
EM investors who seek future upside shouldn’t lose sight of opportunities that lie just outside China’s borders.
Deglobalization and Emerging Market Opportunities
As economies regionalize and localize, independent country returns are becoming more uncorrelated with each other.
Why Investors Are Sinking Their Fangs Into EM Tech Stocks
Like their counterparts in developed countries, EM tech firms are getting a boost in the everything-from-home COVID environment.