Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic developments taking place in the country.
The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.
For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.
The pension reform approval in Brazil is the groundwork for sustainable growth.
It is important to focus on countries with a strong political leadership with structural growth reforms on the agenda, including amongst others, investment in education, infrastructure development and financial inclusion.
The investment case for Emerging Markets (EM) is strong and exciting. The population in EM accounts for approximately 70 pct. of the world’s population, of which about 50 pct. is under 30 years old. In addition, EM companies account for almost 50 pct. of world patent applications, even though only some 7 pct. of the world’s 500 largest companies are based in EM.
