Posts Tagged ‘ Emerging Markets ’

The Fastest Growing Economy on the Planet

Apr 5th, 2012 | By | Category: Featured, Investing Strategies
“Anyone who thinks that GDP is growing at under 50% a year clearly doesn’t understand economics,” one of my contacts there wrote to me recently. “If you spend $10 billion in capex in an $8 billion economy, the economy grows a whole lot.” Is that possible? An economy growing 50% a ...read more

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Great Investments in Unlikely Places

Mar 7th, 2011 | By | Category: Featured, Investing Strategies
Some of the most compelling investment ideas are found in the unlikeliest of places. For example, in the wake of Russia's financial crisis in 2008 and given all that we know about the problems in Russia, I think most investors then would not have given it much of a chance. If we ...read more

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Dubai’s Infrastructure Opportunity

Oct 6th, 2009 | By | Category: Featured, International, Investing Strategies, Macroeconomics
As I write, the sun is just peeking over the horizon. It is dawn in Dubai. Out my hotel window, I can see two buildings with cranes over them and in the distance another building in scaffolding. For a city that was once booming and turned bust -- as with ...read more

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Making a Buck in a Bear Market

Oct 27th, 2008 | By | Category: Macroeconomics
We spent last Wednesday at one of our regular closed-door editor meetings here in Baltimore. These meetings are usually routine — Agora Financial editors convene in Baltimore and we debate our best investment ideas. But thanks to the current state of the markets, this particular meeting had a decidedly different ...read more

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