I started covering Standard Chartered (London: STAN, OTC: SCBFF) in late 2008 on the premise that banks are one of the best investment vehicles to gain exposure to emerging markets. After all, the banking industry is involved with the lifeblood of every economy, acting as a facilitator of economic activity (via… Read More

Malaysia is rich in resources, but its infrastructure is in desperate need of revitalization. Fortunately, the country is pursuing an ambitious array of economic policies to spur investment in its future development. Read More

Despite the market’s impressive rally, we believe it has further room to run. In particular, foreign and emerging market stocks could gain an additional 10 percent from current levels. Read More

This South African bank is in the midst of reorienting its operations from overseas emerging markets in favor of its home continent. The bank is firmly established in South Africa, but its growth story depends upon successfully extending its brand to the rest of Africa. Read More

Most Asian markets suffer during periods of rising oil prices because they are largely dependent upon foreign sources of oil. But there is one Asian nation whose relative energy independence allows it to weather energy inflation. Read More

Mongolia is a small country rich in natural resources. When it comes to coal, the country is ranked fairly high among coal producers, with estimated coal deposits of up to 152 billion tonnes. Coking coal accounts for about 35 percent of the country’s coal deposits. Source: Various sources,… Read More

This London-based bank offers significant exposure to emerging markets. Even better, the bank remains one of the few in the world to have actually posted a profit in each of the last nine years. Read More

Tata Motors (NYSE: TTM) posted solid numbers in its most recent quarter largely because of the performance of its Jaguar Land Rover (JLR) division. JLR produced EBITDA (earnings before interest, taxes, depreciation and amortization) of around USD1.2 billion, with volumes up almost 37 percent year over… Read More

The Indian pharmaceutical industry is about to enter a consolidation cycle in which the largest players will increase their dominance of the Subcontinent’s fragmented domestic market. But our favorite Indian drugmaker is not only gaining market share at home, it derives the majority of its revenue from overseas. Read More