Is China Past Its Manufacturing Prime?

China has been an incredible export engine of manufactured goods over the past decade and the central player of the BRICs era. But mounting competition from other countries is gradually pulling production away from China. How should investors proceed?

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Sugar: A Sweet Spot for Emerging Market Investors

Sugar consumption has often been seen as a mark of affluence. But for emerging market investors, knowing how sugar is consumed can also be a guide to the successful investments of the future. We argue that only on-the-ground grassroots research can provide the knowledge needed to find these investment sweet spots.

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How to Invest in Emerging Markets 3.0

It’s been 25 years since the emerging-market equities index was created, and much has changed. Today, we believe that emerging markets are on the cusp of a third phase that might compel investors to shift away from benchmarks and focus on absolute risk.

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How Will Latin America Weather a “Sudden Stop” in Investment?

Since May, over one-quarter of the past five months’ foreign portfolio investment into emerging markets has been withdrawn, according to the latest available data from Emerging Portfolio Fund Research. For the Latin American economies, this is likely to result in slower growth, but the impact may be milder this time around.

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Emerging-Market Currency Returns: Fact vs. Fiction

By Paul DeNoon (pictured) and Kenneth Colangelo Emerging-market (EM) currencies have long been a popular investment theme. It’s commonly assumed that attractive returns can be earned from the appreciation of EM currencies versus the dollar. The truth is a bit more complicated.

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Triangulating a Truer Course Through Emerging Markets

Where can you find a car market which will double in size in the next five years? Brazil and Russia might be obvious places to look, but would you have expected Chile, Colombia, Ukraine and Vietnam? Picking the next big themes in emerging consumer markets is even harder than in the well-researched developed world. To [...]

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Is There Life After BRICs for Emerging Market Investors?

For more than a decade, Brazil, Russia, India and China have dominated the landscape in emerging markets. But as the BRICs-driven commodities boom wanes, investors may need to rethink their approach.

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Big Numbers Obscure Emerging Market Trends

Big is not necessarily beautiful when it comes to forecasting emerging markets. In fact, the kind of big numbers that are often bandied around can actually make it harder for investors to understand what’s really going on. We think there is a better way.

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Indian Milk Helps Quench Thirst for Emerging-Market Growth

Evolving trends in emerging markets are not always driven by macro-economic policies or demographics. Sometimes, something as simple as a fridge can change millions of people’s lives and re-define an entire industry.

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Will Emerging-Market Stocks Close Gap with Global Equities?

Companies in emerging markets are more profitable and less debt burdened than their developed-market peers, and their shares trade at a deep discount. So when will emerging-market stocks close the gap with global equity markets?

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