Emerging markets

Jim Rogers: South Korea’s bright spot

Jim Rogers

Jim Rogers, co-founder with George Soros of the Quantum Fund, reckons that South Korea could be a bright spot in an otherwise grim-looking financial landscape.

Investors excited by Vietnam - the “mini-China”

Vietnamese stocks have produced the best gains in Asia so far this year, with investors enticed by Vietnam’s ‘mini-China’ story”.

Russian stocks are cheap for a reason

Russia may be cheap – but that certainly doesn’t make it good value. If its stand-off with the West goes on, Russia could become a total pariah state in investment terms.

Thailand turns Japanese

With inflation remaining stubbornly low, there is something of Japan a quarter of a century ago about Thailand.

Why real change is finally coming to Africa

Corruption, inequality and a reliance on natural resources have prevented sub-Saharan Africa from achieving its potential – but the region is gradually moving in the right direction. Matthew Partridge reports.

A smoother ride in emerging markets

Terry Smith’s trust should come into its own during bear markets, says Max King.

Putin won’t change Russia

Russia’s economy is stagnating, but Vladimir Putin – in power for 18 years and set for six more – shows scant interest in doing anything about it.

Korean stocks could go nuclear

If the summit between the US and North Korea is successful and North Korea embarks on China or Vietnam-style liberalisation, South Korean stocks could scoop a “peace dividend”.

Three ways to share in India’s success story

Cash is increasingly finding its way into Indian equities. Professional investor David Cornell tips three stocks with which to cash in.

Avoid the emerging market disasters

Emerging markets do well overall, says Andrew Van Sickle. But a few bad eggs ruin it for investors.

The world’s greatest investors: Angela Lascelles

Angela Lascelles was told she could never go into investment management as she was female, says Matthew Partridge. So, she did it anyway.

Showing page 2 of 104