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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 

Jorge Chirino, 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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tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Apr-2022

The Beijing Put — Stemming The Downward Spiral 

Jitania Kandhari, Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  28-Feb-2022

Russia's Invasion of Ukraine 

Jitania Kandhari, Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.

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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.
 
 

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