International stocks, and particularly emerging market stocks, have struggled relative to US stocks for a long time. That has led some to suggest that international diversification no longer makes sense…
Tag: emerging markets
AQR Spots Major Opportunity in Emerging Markets
The U.S. dominance over equity markets is coming to an end, says Dan Villalon of AQR Capital Management, the $95 billion quant hedge fund founded by well-known quantitative investor Cliff…
AQR: Emerging Markets Offer Best Returns In 20 Years
Emerging market stocks will generate about a 3% premium above developed market stocks, according to a recent report from AQR that’s cited in an Institutional Investor article, thanks to fundamentals…
Top EM Investor Rajiv Jain Believes Adani Bet Will Return Over 100%
A major emerging-markets investor has bought up nearly $2 billion in the embattled Indian company the Adani Group, according to an article in Bloomberg. Rajiv Jain, chief investment officer of…
High Yields In Emerging Markets Are Too Cheap To Ignore
Investors are gobbling up bonds in emerging markets around the world so rapidly that the risk premium on them has dropped dramatically, reports an article in Bloomberg. The rebound is…
Invest In Freedom & Beat The Market
On an extended visit to China as a recent college graduate in 2003, Houston money manager Perth Tolle of Life & Liberty Indexes came face to face with the human…
Emerging Markets Are The Place to Be
For the best opportunities, look outside the U.S. and China, says Ruchir Sharma, the chairman of Rockefeller International, in an interview with Barron’s. Sharma will soon be launching a new…
Invest In India
Citing its tremendous potential for growth, Prem Watsa, CEO of Fairfax Financial, tells BNN Bloomberg that he “can’t think of a better country to invest in than India.” IT, manufacturing,…
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…
Rob Arnott’s Big Bet on Emerging Markets
Research Affiliates founder Rob Arnott said he has loaded more than half of his liquid investments into emerging markets value stocks, and that the bet is paying off big. This…