Recent Articles from this contributor
Trade wars fuel new opportunities in Asia’s emerging markets
Countries like Vietnam, Thailand, Indonesia and India are now poised to become the next wave of winners as decades-old relationships are remapped, and new ones forged.
Global trade tensions are on the rise. What’s next?
After months of optimism, trade tensions have reached a new intensity, with U.S. President Trump…
China’s economy: Sure, it’s big, but still emerging
The size of its economy is overshadowed only by the United States. Its population of…
There’s beauty in diversity
Emerging Markets shouldn’t be viewed as a single asset class There was a time, back…
EM’s moment: Last year’s headwinds could be this year’s tailwinds
We believe we may be at an inflection point—the moment in time when the perfect alchemy of underlying forces could propel an EM rebound in 2019.
Why EM stocks are a better diversifier than some may think
Correlations with Canada’s equity market are much lower today because of the technological transformation underway in the developing world.
Are Turkey’s woes contagious?
The burgeoning currency crisis in Turkey has investors on edge, but the probability of a more serious contagion remains low based on the country’s relatively minor linkage to global financial markets.
How to build an A-list out of (China) A-shares
Better access to China’s mainland equity exchanges may help diversify an investor’s portfolio, but this must always go hand-in-hand with a thorough analysis of the individual companies being considered.
3 takeaways from year one on the job
AGF’s lead portfolio manager for emerging market equity strategies discusses some of the important decisions made during her first year on the job.