Lawrence Hamtil is an investment advisor at Fortune Financial Advisors in Overland Park, KS. He writes frequently about investing topics on the firm’s blog. His research and commentary have been cited in several major financial publications. The information provided in this publication is for general information only, and is not intended to provide specific recommendations.For many years now, the value investors at Grantham, Mayo, and van Otterloo (also known as GMO) have been bullish on emerging market equities. Jeremy Grantham, the firm’s chief investment strategist, famously suggested that a hypothetical fund manager for Joseph Stalin would stand his best chance of not being shot for poor results by investing substantial capital in EM.“Be as brave as you can on the EM front,” he said.
FT Alphaville considers the following as important:
This could be interesting, too:
FT Alphaville writes JP Morgan goes bear hunting
Huw van Steenis writes The Digital Money Revolution
Jayati Ghosh writes The Growing Threat of Water Wars
Minxin Pei writes China’s Risky Endgame in Hong Kong