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Emerging Markets Equity
Investors Should Be Optimistic About EM Equities Now

We see abating macro headwinds, structural reforms, and good prices for extraordinary companies.

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By
Justin Leverenz
| January 07, 2019
Emerging Markets Equity
Ride Hailing in Emerging Markets Is More Than Transport

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

Bw ride hailling in emerging markets is more than transport 620x349
By
Justin Leverenz
&
Bhavtosh Vajpayee
| November 21, 2018
Emerging Markets Equity
The Future of E-Commerce and Retail Will Be Written in China

China's experiments in shopping are moving into high gear. The world needs to pay attention.

Bw the future of ecommerce and retail will be written in china 620x349
By
Justin Leverenz
&
Bhavtosh Vajpayee
| September 26, 2018
Equities
LNG: Bury Old Myths, Embrace New Reality

Global interest in cleaner fuels is helping to increase the demand for liquefied natural gas.

Bw lng bury old myths embrace new reality 620x349
By
Justin Leverenz
&
Oleg Maksimov
| August 31, 2018
Emerging Markets Equity
Why China Is a New Nexus of Innovation and Creativity

Investor perceptions are still catching up to the reality of China’s global tech leadership.

Bw why china is the nexus of innovation and creativity 620x349
By
Justin Leverenz
&
Bhavtosh Vajpayee
| August 23, 2018
Emerging Markets Equity
India Is NOT the Next China

But there is an abundance of investment opportunity there, nonetheless.

Bw india is not the next china 620x349
By
Justin Leverenz
&
Tan Van Nguyen
| August 17, 2018
GrowthSpotting
A Softer Cycle for the Semiconductor Industry

Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.

Bw a softer cycle for the semiconductor industry 620x349
By
George R. Evans
&
Alice Fricke
| August 08, 2018
Emerging Markets Equity
Risks Are Rising for a Hard Landing in Turkey

Heavy reliance on credit and a less favorable global monetary backdrop may spell trouble for Turkey.

Bw risks are rising for a hard landing in turkey 620x349
By
Justin Leverenz
&
Oleg Maksimov
| July 24, 2018
GrowthSpotting
The Boring Beauty of B2B Distribution

Chemical distributor Brenntag offers a service its customers are happy to have a vendor handle.

Bw the boring beauty of b2b distribution 620x349
By
George R. Evans
&
Alice Fricke
| June 14, 2018
Emerging Markets Equity
Putting Emerging Markets Volatility in Perspective

Recent emerging market volatility may be more a bond than stock market phenomenon.

Bw putting emerging markets volatility in perspective 620x349
By
Justin Leverenz
| May 15, 2018
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