Playing Defense In Emerging Markets
Why should emerging-market investors exercise caution in a rising market? With big unresolved challenges, we think it’s prudent to target…
TriLinc Global CIO: Trade War Underlines Need For Southeast Asia To Rely Less on China, United States
The stand-off over trade between China and the United States should serve as a wakeup call to export-reliant Southeast Asia…
The CEO View: OMAI’s CEO Talks Africa, Trade
The recently-ratified Continental Free Trade Area (CFTA) agreement will have the near-term effect of boosting cross-border trade, in particular granting…
Elections, Financial Services and Commodities: A Postcard From India
India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked…
Carlyle Co-Founder Sees Emerging Markets Yielding ‘The Greatest Reward’ in the Coming Years
Many emerging market economies might not have the same magnetic appeal they once had for investors, tarnished by economic volatility…
Climate Resilience Is an Economic Opportunity in Africa
Africa is home to a growing number of entrepreneurs who see business opportunities in sustainable agriculture and forestry. This is an opportune…
Apple’s Long-Term Opportunity In India
Why India Presents a Big, Long-Term Opportunity for Apple’s iPhones Apple’s largest manufacturer of iPhones, Foxconn, just announced that it…
The Case Against A One-Size-Fits-All Approach To Ensuring Global Financial Stability
The 2008 crisis originated in the financial systems of advanced economies, and now policymakers should ensure one of the flagship…
Signs Of An Emerging Market Recovery Point To Stronger Earnings, But Shed Light On China Worries
Signs of a recovery in emerging markets early this year have given way to worries about China’s economic slowdown and…
Belt & Road: Paving The Way For New Trade Routes
For centuries, trade routes have connected empires, markets, goods and above all, people. They have shaped civilizations, influenced cultures and…
Investors Betting on China’s Millennials
“Millennials kill insert-traditional-product” headlines —covering everything from diamond rings to mayonnaise to traditional weddings — have become a cliché in…
Focused On The Frontier: Acadian Asset Management’s Asha Mehta Uncovers The Right Opportunities
As a portfolio manager with an eye on the emerging and frontier economies, Asha Mehta has what many would say…
