Global Synchronized Growth: Favor China & Europe
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.
India: A True Friend
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.
India’s Curse of Cash
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
India: The Modinator
India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
Top Asian Equities for 2015
Investors shouldn’t ignore the long-term opportunities in Asia’s emerging markets. Here are some of our favorite stocks for the new year.
Asia 2015: The Year of Reforms
The long-term growth story for Asia’s emerging markets will gain support from reform efforts under way in China, India and Indonesia. Reasonable valuations in these equity markets create a decent entry point for patient investors who take the long view.