Investing Topics: Emerging Markets

The Market Investors Love to Hate

By Yiannis G. Mostrous on Jun. 8, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.

Mining: A Volatile New Cycle

By Yiannis G. Mostrous on May. 29, 2017

For some time, mining companies thought diversifying their portfolios was the best way to improve cash flow stability and protect themselves from natural resources cycles and increased volatility. That hasn’t worked, at least not as expected.

Investors, This Bud’s for You

By Peter Staas on May. 16, 2017

Anheuser-Busch InBev’s unparalleled scale and experienced management team give the company a huge competitive advantage in capitalizing on long-term growth in emerging markets and turning the craft-beer headwind into a tailwind.

Global Synchronized Growth: Favor China & Europe

By Yiannis G. Mostrous on Apr. 27, 2017

The data continues to point to synchronized global growth. Specific trends from China and recent European electoral results point to these areas as two worthy of your investment attention.

China: The Year of the Rooster

By Yiannis G. Mostrous on Feb. 27, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong in China and rarely about what will go right. And yet Chinese equities outperformed other emerging markets during the past one-, three- and five-year periods.

India: A True Friend

By Yiannis G. Mostrous on Jan. 28, 2017

Overseas investors must pay attention to the way proposed US trade policies will affect emerging markets. And within the ones best protected, Indian small caps are our favorite, especially as domestic reform turbulence subsides.

Profit from the Selloff South of the Border

By Peter Staas on Dec. 17, 2016

Mexico’s king of convenience and soft drinks offers patient investors exposure to compelling near- and intermediate-term upside catalysts, though political uncertainty at home and in the US could weigh on the country’s equity market next year.

Asia: As Bad as it Gets?

By Yiannis G. Mostrous on Mar. 16, 2016

Asian equities have rallied in recent months, but many markets still trade at favorable valuations. Patient investors should focus on high-quality names in the financial and information technology sectors.

Through the Kaleidoscope: A Look at the Multifaceted Global Economy

By Yiannis G. Mostrous on Dec. 12, 2015

Our cautious outlook for international markets suggests that investors should look before they step when allocating capital in 2016.

China and the World

By Yiannis G. Mostrous on Sep. 11, 2015

We explore the recent devaluation of the renminbi, analyze market’s misreading of this development and explain why we remain cautious on Chinese equities in the near term but like the financial sector over the long haul.

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