Natural disasters affect roughly 217 million people each year, and emerging markets are particularly vulnerable. To get ahead of these problems, the Sendai Framework creates alignment among state governments and the private sector, supporting their ability to work together to develop and implement a plan that reduces the loss of lives and livelihood when disaster strikes. Continue reading Preparing for Disaster: Partnering for the Future
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
South Africa has snagged a spot as a “top emerging market for investors in 2017,” according to Investment News. Meanwhile, the country faces a pivotal year in politics as President Jacob Zuma is expected to step down as head of … Continue reading An Insider’s Look at South Africa’s Turbulent Year Ahead
With just one month to go until the 2016 Summer Olympics kick off (5-21 August) in Rio de Janiero, the city is abuzz with anticipation. The lead-up to this year’s games – the first ever to take place in South … Continue reading Brazil 2016 Olympics: Economic boom or bust?
After somewhat surprisingly defeating his government-backed opponent Daniel Scioli in the Presidential election towards the end of last year, Mauricio Macri has set about to implement a range of liberalization policies that present a clear break from the populist policies … Continue reading Unleashing Las Pampas: Will Macri’s Agricultural Reforms Succeed?
Cuba, the largest country by land area in the Caribbean, has been all over the news this week following interest in investment by US companies, namely Google or Airbnb. The home rental company just launched 1,000 brand new listings–only available to Americans for now—in anticipation of an upcoming boom in tourism. Netflix launched a streaming service recently, and JetBlue added a charter flight to Cuba from Tampa, even though travel to the Caribbean island is still limited. What’s all the fuss about? Last December the United States announced restrictions would be lifted in the island after over 50 years of … Continue reading Opportunity in Post-embargo Cuba