Recent Articles from this contributor
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.
China’s Choppy Road to Recovery
The emerging market powerhouse is back operating close to full economic capacity, but the country faces a decline in demand from Western economies that remain largely in lockdown
Emerging Markets: Some Light to Carry Investors Through
China’s experience, along with that of a handful of other Asian EMs, may point the way to the end of the coronavirus pandemic and its heavy economic costs.
Coronavirus, China and the Hit to the Global Supply Chain
The public health emergency is just the latest reason for global companies to diversify supply chains out of China.