Skip to content

Philippines

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

Sep 10 2013

Navigating Reversals In The Emerging Markets

  • Sep 10, 2013

Identifying opportunities given this summer’s momentum reversals and currency vulnerabilities.