Emerging Markets Shrug Off Crises For Best Gains in Eight Years
December 2017, Bloomberg
2017 is set to go down as the year when easy monetary policy and budding global growth came together to deliver blockbuster returns for the world’s emerging markets.
China’s ‘Hard Bones’ Reform-Drive Seen Leaving Expansion Intact
November 2017, Bloomberg
China’s reform drive is winning plaudits from economists who are increasingly confident that excesses in the world’s second-largest economy can be tackled without derailing growth.
You Haven’t Missed the Emerging-Market Party, Credit Suisse Says
August 2017, Bloomberg
It’s not too late to ride the emerging-market equities bandwagon. From economic expansion to corporate earnings and capital expenditure, everything points to their overtaking developed peers through the middle of next year, according to Credit Suisse Group AG.
Beyond Bollywood – five reasons to consider investing in India
July 2017, James Brown, Portfolio Manager
An intriguing reflection of traditions dating back thousands of years, India is now a unique insight into the influence of innovation on growth. One if its most famous economists, Lord Meghnad Desai believes India’s “export success” – its cinematic industry Bollywood – is “one of the few of India’s products, which is a global brand across Asia and Africa and increasingly Europe and America”1. However, India’s next chapter is now playing out in a vibrant new medium – economic growth on the back of a technology revolution. And it’s a story filled with Indian companies and consumers providing exciting opportunities for investors seeking long-term portfolio diversification.
To Win in Emerging Markets, Avoid the Passive Investing Rush
July 2017, Bloomberg
When Robert Marshall-Lee started running an emerging-market equity fund six years ago, he decided the only way to withstand the surge in passive investing strategies was to stop paying attention to them.
Jim O’Neill Says China Fears Are ‘Completely Overblown’
May 2017, Bloomberg
China’s economy shows no signs of crisis even as the country’s crackdown on financial leverage has wiped almost $500 billion from domestic markets.