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Our 30+ analysts on the ground in 15 countries around the world provide equity research and recommendations on over 300 companies in the emerging markets. These insights and recommendations are free from any conflict of interest from investment banking as we are totally independent.

We just do one thing - analyze investment opportunities to help you make the best investment decisions possible.

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Recent Reports

9/12/2018 Investment Opportunities in Brazil and Mexico - Company Specific Dynamics Drive Long/Short Recommendations
  • Market uncertainty has led many clients to ask for long and short positions in various regions. 
9/20/2017 China Travel Ban on South Korea - Impact on Stocks and Companies
  • In March China banned group tour travel to South Korea.
  • This hurts Chinese travel companies.
9/17/2017 Impact of China Travel Ban Goes Well Beyond Travel - Korean Autos and Cosmetics in the Crosshairs - Winners and Losers in Korea, Japan and HKG
  • In March China banned group tour travel to South Korea in protest of the installation of the THAAD antimissile defense system.
  • Chinese consumers are also turning away from Korean brands in the domestic market.   Hyundai and Kia report sharply lower sales in China - their largest market.
9/13/2017 LatAm Investment Ideas
  • Airport operator in the southeast of Mexico (including the airport for Cancun) and Colombia. 
4/25/2017 Sinotrans - Valuable Exposure to China's eCommerce Boom
  • Sinotrans is China’s largest third-party logistics company and ranks eighth in the world
  • Sinotrans is well positioned to benefit from increased shipping and logistics from strong growth in eCommerce.
4/1/2017 BABA - Strong Revenue and Margin Trends - Continues to Dominate in China - 20%+ Upside - BUY
  BABA - No Matter What the Direction of the Economy or Retail - BABA Will Do Well - BUY
4/1/2017 SITC - Leader in Logistics Benefits from China's eCommerce Boom
  • SITC International Holdings is a leading freight forwarder and logistics provider in China.
  • Shifts in manufacturing locations (inland away from high wage cost coastal cities) and a boom in ecommerce in China has driven demand for transportation and logistics.
  • SITC is a part of the China Merchants Bank group and set to benefit from asset injections as the group concentrates their logistics efforts into SITC
3/30/2017 Brokerage Houses in China Set to Rise on Market Expansion and Growth - Actionable Ways to Play
  • Listed Chinese brokerages are set to perform well in 2017
  • Weaker real estate markets increase market activity
  • More IPOs will boost fees
  • Inclusion of A-shares in MSCI benchmarks a wild card for 2017
  • Difficult to find high-quality exposure to fast-growing asset management in China.  Watch for new IPOs and look to Canada for a unique way to play this trend. 
3/30/2017 COPAL - Outperformance Makes Investors Smile
  Colgate Palmolive India (COPAL) - Slower Volume Growth But Select Opportunities to Up-Sell Urban Consumers - BUY
3/30/2017 RRG Global Macro - Quiet Global Markets Have Investors Looking to Emerging Markets
  • Turkey: Tourists continue to stay away. New arrivals in February declined 6.51% y/y, after the 9.81% decline in January. 
  • Chile: Copper production fell 2.6% y/y in January of 2017 as heavy rains and strikes hit copper mines.
  • Hong Kong: In Feb retail sales dropped 6.1% after falling 1.4% in January.