Want a long-term winner? Back consumption

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  About 135 million people around the world are estimated to have escaped from poverty between 1999 and 2004. That means that a population greater than Japan’s (126 million) was

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What the world economy has going for it

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When Federal Reserve Chairman Ben Bernanke in July appeared for his twice-yearly appearance before the US Congress he said the outlook for the US economy is “unusually uncertain”. Only a

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Australia still the lucky country

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Australia still the lucky country – with Australians happier than global peers  Australians are among the most satisfied people in the world with almost 90 per cent very satisfied or

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A Case for Emerging Small Cap

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The staggering growth of emerging market economies has led to a new dynamic in global consumerism. Increasing wealth and modernization across these markets is creating a new global middle class,

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Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

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Emerging markets local currency-denominated debt is a relatively large and liquid asset class that represents some of the most creditworthy emerging market sovereigns, offers two distinct sources of return (currency

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