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Oct 07 2014

The Evolving State Of India’s Energy Sector Price Reform

  • Oct 7, 2014

In the August book we published an article about the Indian equity market and proposed that investing in India is now more of a macro bet. The honeymoon—during which time Indian stocks were bid up from high hopes that the new government would reinvigorate the economy—is over.

Aug 07 2014

India Equity Investing: How To Best Gain Exposure?

  • Aug 7, 2014

Among EM countries, the Indian equity market has been one of the most difficult corners for international investors to gain access. We look at the market characteristics and investment channel options to consider how to best gain exposure to Indian companies.

Feb 07 2014

Can The EM Problem Spread To DM? Yes, If It Gets Bad Enough

  • Feb 7, 2014

The current EM weakness is not yet a full-blown crisis but, if it does become one, it will drag down developed economies too.

Jan 08 2014

Emerging Markets: Dismal 2013, Hopeful 2014

  • Jan 8, 2014

What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.

Nov 07 2013

Supply/Demand Dynamics Drive Three Emerging Market Energy Themes

  • Nov 7, 2013

We find hidden opportunities in Equipment & Services Providers, Coal and Natural Gas. We consider these themes longer term holdings instead of short-term plays