Beyond Bulls & Bears

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Emerging Markets

On-the-Ground Perspective in Thailand

Thailand has been in the throes of political crisis over the past few months, leading to the imposition of martial law in May after months of ...

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Emerging Markets

Taking Emotion Out of Taking Risk

The straight “risk-on/risk-off” play where investors flee assets perceived as risky en masse in times of uncertainty seems to be becoming a bit ...

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Emerging Markets

Hasenstab: Separating the Wheat from the Chaff

Fixed income investors have dealt with a number of headwinds in early 2014, including unrest in Eastern Europe, the prospect of rising interest ...

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Emerging Markets

Hasenstab in Ukraine, on Ukraine

Ukraine is a country both rich with potential and strategically well positioned. While recent events have been very difficult for many, the ...

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Emerging Markets

Unleashing Africa’s Potential

Many investors who have never traveled in Africa probably have preconceived ideas about it, perhaps as a land of safaris and political strife, ...

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Emerging Markets

Climbing a Wall of Worry?

Given continued unrest in Ukraine, crippling winter storms and Federal Reserve “tapering” in the United States, and concerns about growth in ...

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Emerging Markets

A Stock-Picker’s Market Emerging in 2014

Selloffs can be sudden and scary, especially when they seem to come from out of the blue. Such has been the case with the bout of volatility in ...

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Emerging Markets

Hasenstab: Fed Tapering Was Inevitable

The US Federal Reserve (Fed) announced its decision to reduce its $85 billion monthly asset purchase program by $10 billion starting in January ...

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Why We Still Like China

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Hasenstab: Emerging Out of the Consensus Trade

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New Year’s Vantage Point: Mark Mobius

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The Consumer Catalyst in Asia’s Emerging Markets