Beyond Bulls & Bears

Counting the US Election Implications on the Global Markets
Equity

Counting the US Election Implications on the Global Markets

We don’t anticipate that the new US government will be against free trade; instead, we anticipate an emphasis on ensuring fair trade. The electorate’s rebellion against globalization is not about trade per se, but rather a reflection of the focus on income and job growth.

What’s Up for Equities Down Under?
Equity

What’s Up for Equities Down Under?

If China’s growth rate continues to slow in the year ahead, the Australian economy may experience a corresponding falloff, with the natural resources sector likely to bear the brunt of the decline.

An Alternative Perspective on Malaysia

An Alternative Perspective on Malaysia

We acknowledge the many challenges Malaysia faces economically and politically; however, we also believe the country will demonstrate its resilience in the years and months to come, especially over a long-term horizon.

How Sustainable Is India’s Stellar Growth?

How Sustainable Is India’s Stellar Growth?

Our team of investment professionals on the ground in India believe it is one of the few markets in the world where long-term fundamentals, as well as short-term fundamentals, are on track to show continued improvement.

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?

Qatar and UAE: Movin’ Up in the MENA Region

Qatar and UAE: Movin’ Up in the MENA Region

The Mexican Advantage

The Mexican Advantage

New Year’s Vantage Point: Stephen Dover

New Year’s Vantage Point: Stephen Dover