7 August 2023

Indonesia – Structural story but with a minor (political) bump

Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic develop­ments taking place in the country.

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10 November 2022

China – to invest or not to invest

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.

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9 November 2022

Investigating the nearshoring theme in Mexico

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.

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6 December 2019

Brazilian pension reform

The pension reform approval in Brazil is the groundwork for sustainable growth.

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14 November 2019

Successful investing in emerging markets

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.

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