Emerging Markets

Wal-Mart: Emerging Markets Investing Guru

I caught this in Barron’s today and thought it was a remarkably interesting story.  Apparently, Wal-Mart (WMT) has a knack for picking emerging markets to open up shop in, as said markets tend to outperform countries that Wal-Mart skips. From Foreign Policy Magazine: When India’s first Wal-Mart opened this summer in Amritsar, the response was…

Risk and Reward in Emerging Markets

In discussions with clients and prospective clients, one question routinely comes up, regardless of market conditions:  “How much emerging markets should I have?” or some variation. I thought this article by Gregory Zuckerman from the Wall Street Journal this morning did a good job of summarizing where these markets are performance-wise and how they stack…

Emerging Idol: Auditions for BRIC Without the "R"

It may be time to hold auditions to find a replacement for Russia in the BRIC countries. The other day, the New York Times dropped this delightful little nugget on those believing that Russia is a suitable place to invest: Russia’s Kemerovo region has notified ArcelorMittal that it will seize two of the world’s largest steel maker’s…