| Tales From the Emerging World • Sep 29, 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 • Aug 02, 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 • Jun 23, 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 • Jun 02, 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 • Apr 07, 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 • Feb 28, 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.