Practical analysis for investment professionals

emerging markets


Can Argentina Recover? Emerging Market Lessons

To be “as rich as an Argentine” was once a common aspiration. What happened?

Frontier and Emerging Markets: Inflection Points

Should we be adjusting our allocations to emerging or frontier markets?

Eight Reasons Why Africa Is Primed for Impact Investing

Africa presents an almost limitless opportunity for investors looking to do well and do good.

More Than Just Oil: Saudi Arabia’s Improved Credit Rating

Contrary to the popular narrative, oil isn't all that matters to the Saudi economy.

Less Efficient Markets = Higher Alpha?

Shouldn't less efficient capital markets with greater information asymmetries offer more alpha opportunities?

To Invest Internationally, or Not — That Is the Question

We should lean toward investing in all of the world all of the time.

C-Suite Talks: Bill Browder

Were it a work of fiction, Bill Browder's story would stretch the bounds of credibility well beyond the breaking point.

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?