Who Has the Most to Lose If China’s Trade Ambition Succeeds?
The most exposed countries have a high dependence on exports and a substantial presence in the electronics, auto, and shipping sectors (source: Bloomberg Businessweek).Read
Pundits Predicting Panic in Emerging Markets
EM stocks are comparatively cheap when measured by CAPE, price-to-book ratio, price-to-sales ratio, market cap to GDP, and other metrics. Now, when fear reigns supreme, it’s time to buy, not sell (source: Research Affiliates).Read
Eight Charts: India Ascendant
India’s economy will experience the ordinary progress of a century over the next decade (source: CFA institute).Read
The Next Decade of China’s Transformation
The latest act in its economic success story may see China achieve high-income status in 10 years, an unprecedented transformation for a country its size and one with far-reaching ramifications (source: Morgan Stanley).Read
The Emerging Markets Hat Trick: Time to Throw Your Hat In?
Long-term investors have a unique investing opportunity in emerging market assets given the very rare combination of cheap equity valuations, depressed currencies, and positive momentum in equity prices and economic fundamentals (source: Research Affiliates).Read