Ben Inker: better times ahead for value investors
The years of pain for value investors could soon be at an end, GMO's Ben Inker said in a recent newsletter.
Emerging economies find their feet
This year saw a return to normal for emerging markets. It’s a far cry from 2018, which brought misery for those betting on the world’s fastest-growing…
South Africa is running out of time to reform its economy
Unless South Africa institutes economic reforms, including greater fiscal discipline, a clampdown on corruption, and easing labour laws, it risks losi…
Saudi Arabia's Aramco IPO falls short of expectations
Aramco, Saudi Arabia’s state-owned oil giant, has finally made it to market. But the regime struggled mightily to get it there.
The Pacific Alliance is in the bargain basement. Buy it now
The recent political turmoil in Latin America doesn’t change the auspicious long-term economic outlook for Chile, Colombia, Mexico and Peru. It spells…
How Argentina embarked on the road to ruin
A century ago, Argentina was economically on a par with France and Germany. Left-wing populism may now have irretrievably ruined it, says Max King.