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I will be writing an opinion piece about emerging markets later this month for one of the trade journals. Here are some preliminary...

Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...

I scarcely realised it at the time, but when I arrived in Tokyo as a graduate trainee in 1989, I was to see economic history in the...

As the Financial Times’ John Authers rightly points out, “active share” – the portion of a fund that differs from its benchmark – should...

The first two posts on market predictability focused largely on how asset classes behave over time. This post looks at patterns within...

I consider myself lucky in that it's always been pretty obvious to me that companies are almost entirely about people. Find sensible...

As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies,...

In spite of its troubled past - or perhaps because of it - Thailand has always been considered the quintessential emerging market. In the...

Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...

China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...