What do Indian telecom companies have to do with Indonesian coal? The short answer is everything, at least for investors in emerging markets Every country has numerous types of property. The interests in property are governed by the peculiar laws of any country. Many investors believe...

Read More

The great thing about the state-controlled lenders is that they do what they are told. In this case they have been told not to try and collect the loans, just roll them over. If there is no panic and no one actually tries to collect the loans, then there is no reason to believe that their...

Read More

Market concentration tends to distort the efficiency of markets, which negates the accuracy of analytic tools. To successfully invest in these markets requires different tools to understand the different rules Last week I read an article about the IMF’s (International Monetary Fund)...

Read More

Despite an improving picture for the global economy, earnings reports of MNCs with operations in Asia and other emerging markets have seen lower growth in the 4th quarter. However, managements of these companies are quick to reassure investors that things would improve in the second half of...

Read More