Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
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Middle East – The Reform and Index Upgrade Story
Emerging Markets
Apr 19, 2019
Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.
Update on Argentina
Frontier Markets
May 9, 2018
The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.
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Growth and Income Investing in Emerging Markets – The Trend Continues
Emerging Markets
May 29, 2019
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
