Library

Markets & Economy » A Long-Awaited Turning Point for Argentina?

December 10, 2015 | Emerging Markets

Argentina went to the polls on November 22 and elected Buenos Aires Mayor Mauricio Macri as its next president. Macri’s win over ruling-party candidate Daniel Scioli was seen as a rejection of the interventionist economic policies pursued by President Cristina Fernández de Kirchner (and her …

Markets & Economy » Risk Continues to Run Rampant In Russia

November 04, 2015 | Emerging Markets

In our recent Country in Focus article in Vantage, we discussed how Russia has been in the spotlight over the past few years with its controversial involvement in Ukraine and annexation of Crimea in 2014. Lately, Russia has been in the news with its intervention in Syria, which has opened a new …

Markets & Economy » India’s Economy: Silver Linings Despite Opposition to Reform

October 23, 2015 | Emerging Markets

In late August, India’s parliament finished its summer session without passing two of Prime Minister Narendra Modi’s top priorities—a goods-and-services tax (GST) and revisions to the country’s land acquisition laws. Last year we wrote positively about Modi’s election as prime minister …

Markets & Economy » Indonesian Election Update: Jokowi Takes Office

December 31, 2014 | Emerging Markets

In August, we released a post discussing the recent election of Joko Widodo, widely known as Jokowi, as Indonesia’s new president and its potential impact on the country’s economy and financial markets. A few months following his inauguration, we provide an updated view. Recall that Indonesia is …

Markets & Economy » Brazilian Election Outcome: Rousseff Part II

December 01, 2014 | Emerging Markets

In an election marked by the slimmest margin of victory in Brazilian history, incumbent President Dilma Rousseff of the center-left Workers’ Party defeated Aécio Neves of the centrist Brazilian Social Democracy Party on October 26, garnering 51.6% of votes to Neves’s 48.4%. We view this outcome …

Markets & Economy » Emerging Markets Focus: Brazil’s Race at the Polls

September 22, 2014 | Emerging Markets

Over the last several years, our enthusiasm about Brazil’s economy has been tempered by government action. The state became increasingly meddlesome in the private sector; at the same time, the government failed to address major challenges facing businesses, such as the country’s deficient …

Markets & Economy » Mexico: The Road to Reform

September 02, 2014 | Emerging Markets

Mexico has long been a country with significant potential for stronger economic growth. Its young and growing population, proximity to the United States, extensive network of free-trade agreements, and abundant natural resources provide an alluring backdrop for growth and investment. However, …

Markets & Economy » Clarity in Emerging Markets: Indonesian Election Outcome

August 14, 2014 | Emerging Markets

On July 9th, Indonesians turned out en mass for the country’s national election. The contest pitted the young governor of Jakarta, Joko Widodo (Jokowi), against a former general and businessman, Prabowo Subianto. When the dust finally settled and the official results were released on July 22nd, …

Markets & Economy » The Potential Impacts of Geopolitical Risks on Financial Markets

July 30, 2014 | Market Commentary

As a global investment management firm, it is critically important that we monitor any and all varieties of risk that could threaten the performance of financial markets both domestically and abroad. Today, developments in a number of regions, particularly the Middle East and Eastern Europe, have …


Loading...