EM
Sep
07
2018
EM Crisis? Not There Yet
What some EM countries are going through is a classic sequence that can potentially lead to a full-blown EM crisis.
May
07
2014
EM Sentiment Readings Reach Extremes
A few measures are suggesting that investor sentiment towards EM has reached a low ebb.
Feb
07
2014
Emerging Market Currencies: January’s Panic Overdone
The emerging markets are in a much better financial position to weather any financial turmoil than they have been in the past.
Feb
07
2014
The EM Value Trap?
EM valuations look cheap in a stock market world that otherwise doesn’t. But even their “cheapness” bothers us.
Jan
08
2014
Emerging Markets: Dismal 2013, Hopeful 2014
What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.
Aug
07
2013
A Comprehensive Look At The Emerging Markets: Diagnosis And Prognosis
We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.