The New Year brings two particularly promising emerging markets into sharp relief: Poland and Thailand. These countries typically don't get much attention from investors, but they're worth a close look. Read More
Analysis
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Clear FilterMexico is a hot emerging market that's poised for strong growth next year, but you'd never know it from reading the financial and business press. Here are the details on this "under the radar" opportunity. Read More
Despite a few skeptics, it’s no illusion: China is getting back on track. Rising electricity demand is a particularly salient indicator of renewed growth in the Middle Kingdom’s economy. Read More
Africa’s 900 million consumers are getting their day in the sun, fueling growth not only on this vast continent but also across the world. Read More
Despite near-term challenges, the Metals and Mining industry faces bright prospects. Read More
US investors seeking reliable dividend-paying stocks should look beyond their own borders. Read More
The greenback will continue to be viewed as the best safe haven around, at least in terms of the developed world. But that confidence could soon get dinged. Read More
Growing consumption of meat in emerging markets, coupled with the rising worldwide incidence of drought, will benefit agriculture sector companies that embrace innovation. Read More
Now's a good time to perform pruning amid our metals-related portfolio holdings. We reaffirm our best buys, as well as cut our losses. Read More
Wrangling among China’s top leadership for control will exert long-term policy consequences that will likely favor our portfolio holdings based in the Middle Kingdom. Read More
Chile is an example for other emerging economies to emulate, with robust domestic consumption helping to maintain economic growth even while demand for the country's key export softens. Read More
Rising affluence is breeding more disease in emerging countries, making them the world’s fastest-growing health care markets. We examine the two most promising investment plays on this secular trend. Read More
Despite sluggish global growth, several auspicious economic trends spell future upside for well-positioned steel producers. Read More
These two Asia-based companies are in the vanguard of innovative fishing methods. They're also great plays on "sustainable fishing" and the exploding demand for marine protein. Read More
As peace finally sweeps across Africa’s landmass of 11.7 million square miles, investors are beginning to flock to the continent. Here are the three best plays on Africa’s resurgence. Read More
Reports of the Chinese economy’s demise are greatly exaggerated. Unwarranted pessimism over the country's future is making select China-based stocks great bargains now. Read More
Countries in emerging markets are exerting greater control over resource producers, but clear-eyed investors can pinpoint the positives and profit from them. Read More
The economy of this island nation is set to soar on the strength of massive government spending, providing a growth catalyst for its stock market. Here's the best way to play the trend. Read More
Here’s why defensive investors should put aside their fear of “cyclical” stocks and take a fresh look at the semiconductor segment, which stands on the verge of big gains. Read More
We counter today’s fashionably alarmist views about the global economy and explain why you shouldn’t avoid stocks altogether. Ignore the prophets of doom and stick with the profits of equities. Read More