Gavin Serkin about investor Jerome Booth’s view that some economic growth can come with hidden side-effects and how risks and rewards could be more straight-forward for investors in emerging markets. Continue reading Shhh! Don’t Tell Bondholders, Trump is Inflating Away Debt
Ruchir Sharma, the money manager renowned for his against-consensus, bearish stance on Chinese stocks ahead of the market’s plunge in 2015, is out on a limb once more – this time with a bullish position on Europe. Continue reading Morgan Stanley’s Sharma Takes Pro-EU Contrarian Bet on Poland to Romania
Blog author Gavin Serkin is the Editorial Director for OnFrontiers and the Founder and Managing Editor of the Frontier Funds Consultancy. By Gavin Serkin In the tradition of emerging markets soothsayers, Ruchir Sharma has a knack for catchy acronyms. But … Continue reading Tail Risk of an Orange Swan Event?
Blog author Gavin Serkin is the Editorial Director for OnFrontiers and the Founder and Managing Editor of the Frontier Funds Consultancy. By Gavin Serkin In the midst of global political upheaval, the surprise verdict from the investment world is that … Continue reading Why Emerging Markets Are Turning Trump Cheerleaders
One year into democratic rule under State Counselor and National League for Democracy (NLD) leader Aung San Suu Kyi, Myanmar’s economy continues to receive mixed reviews. The country made BMI Research’s shortlist of the “10 emerging markets of the future” … Continue reading Myanmar: What’s Next for Asia’s Last Frontier?
How are entrepreneurs around the world chasing their dreams without losing a steady paycheck? We recently chatted with OnFrontiers expert Patrick McGinnis about his concept of the 10% Entrepreneur and cross-cultural entrepreneurship. A venture capitalist and private equity investor, Patrick … Continue reading 10% Entrepreneurship Around the Globe
Although not touted as one of Africa’s traditional powerhouse economies, Rwanda is quickly developing a reputation as an underrated and enticing emerging market on the continent. In addition to boasting strong economic numbers, there are some less obvious reasons for … Continue reading Rwanda: The Benefits of Engaging a Small Country with Big Dreams
Last week we published three tips for entering the market of a country emerging from a humanitarian crisis. But what if you’re conducting business in a country currently experiencing a humanitarian crisis – how do you know if the crisis … Continue reading Risky Business: How to Invest During a Humanitarian Crisis
After taking a look at Turkey’s flexible intermediate bulk container (FIBC) industry last month, we wanted to take a step back to review the country’s broader economic landscape, particularly as its prospects are looking quite dim. The Turkish lira has been … Continue reading Turkey’s Economic Woes: How Risky Can It Get?
With the number of people affected by humanitarian crises almost doubling in the past decade, more people than ever are recovering from these crises and need new investment and business opportunities as they rebuild. Sometimes an emergency is an opportunity … Continue reading Three Tips for Entering a Market After a Humanitarian Crisis