Practical analysis for investment professionals

emerging markets


Russell Napier: Equity Markets and Structural Change

“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”

Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.

Emerging Market Mindsets: Don’t Forget the Rest of the World

While best practices and ethical principles endure regardless of locality, they can be challenging to implement in underdeveloped markets where the operational framework may be quite different.

Pakistan: The Growing Pains of an Emerging Market

The key dilemmas facing Pakistan’s equity market — a small investor base, few new listings on the Pakistan Stock Exchange (PSX), and shrinking turnover — are tied to the lack of trust among investors and issuers as well as unnecessary compliance and tax burdens. It will take greater professionalism among the intermediaries and the rationalization of compliance and taxation by regulators and tax authorities to realize the market's potential.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Top Five Articles from July: Better Conversations, Basic Factors, and Emerging Market Equities

A discussion of how to have better client conversations by Isaac Presley, CFA; an analysis of a recent Eugene Fama presentation by Ron Rimkus, CFA; an examination of advice from career expert John Hellmann on how to rev up a sputtering job search by Peter M.J. Gross; a review of Javier Gonzalez's How to Make Money with Global Macro by Marc L. Ross, CFA; and an exploration of Devan Kaloo's assessment of the outlook for emerging market equities by Julie Hammond, CFA, were among the leading posts from Enterprising Investor in July.



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