Beyond Bulls & Bears

On-the-Ground Perspective in Thailand

On-the-Ground Perspective in Thailand

For most Thais and Thailand-watchers (including us), military coups in the country have almost become a way of life.

India’s Landmark Election: A New Direction

India’s Landmark Election: A New Direction

As investors in India’s equity markets, we hope the recent election will lead to the creation of a stable government that is able to overcome what we regard as the prevailing political paralysis and push through major reforms awaiting government approval.

Emerging Markets: Ugly Duckling or Swan?

Emerging Markets: Ugly Duckling or Swan?

Taking Emotion out of Taking Risk

Taking Emotion out of Taking Risk

Hasenstab: Separating the Wheat from the Chaff

Hasenstab: Separating the Wheat from the Chaff

Kick-Starting Growth in Brazil

Kick-Starting Growth in Brazil

While Brazil may no longer be the darling of the emerging markets world it once was, the pessimism may now be overdone relative to fundamentals, providing opportunity for investors that may be overlooked by others.

Hasenstab in Ukraine, on Ukraine

Hasenstab in Ukraine, on Ukraine

Unleashing Africa’s Potential

Unleashing Africa’s Potential

Climbing a Wall of Worry?

Climbing a Wall of Worry?

We recognize there are global uncertainties in the markets right now that will cause investors to worry at times. When those worries are enough to cause selling, as we see it, that’s where the opportunity comes in.

Taking a Global Bond View

Taking a Global Bond View

A Stock-Picker’s Market Emerging in 2014

A Stock-Picker’s Market Emerging in 2014

MENA Markets on the Move

MENA Markets on the Move