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Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments …

Markets & Economy » Health Care in Emerging Markets: A Compelling Investment Opportunity

March 11, 2016 | Emerging Markets

Many emerging market countries today are struggling to find a new growth model. Those that are reliant on commodity exports have been hit especially hard in the wake of China’s economic transition and a broader slowdown in the developed world that has weighed on commodity prices. Policy …

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 …


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