| Tales From the Emerging World • 24-May-2023 | |
Brazil at a Turning Point
Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.
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| Tales From the Emerging World • 03-May-2023 | |
Reshaping Businesses Through a Circular Economy
Eric Carlson, Candy Chao
Businesses are pushing for sustainable practices to reduce both environmental risks and operating costs, as they anticipate evolving consumer preferences and potential regulatory changes. The adoption of a circular practice shifts to a mindset of “reduce, reuse and recycle” from the “take-make-waste” model which has created a glut of waste and increasing environmental costs. Eric Carlson and Candy Chao explore.
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| Tales From the Emerging World • 23-Mar-2023 | |
Untangling Supply Chain Linkages
Jitania Kandhari, Saumya Jain
Post-pandemic, untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets like India, Vietnam, Thailand, Indonesia and Mexico. Jitania Kandhari and Saumya Jain of the Emerging Markets Equity Team explain.
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| Tales From the Emerging World • 22-Nov-2022 | |
Mining for a Greener Future
Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
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| Tales From the Emerging World • 09-Nov-2022 | |
Vietnam's Emerging Consumer Class
Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
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| Tales From the Emerging World • 29-Sep-2022 | |
Brazil: Restoring the Fiscal Anchor Is Key
Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.
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| Tales From the Emerging World • 02-Aug-2022 | |
Emerging India in a Multipolar World
Jitania Kandhari,
Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
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| Tales From the Emerging World • 23-Jun-2022 | |
Saudi Arabia, More Than Just an Oil Story
Najmul Hasnain
Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.
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| Tales From the Emerging World • 02-Jun-2022 | |
The Nuclear Revival
Candy Chao,
Steven Quattry
Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.
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The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.