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Published Work
What’s Next for the Bank of Japan?
To change or not to change its policy stance? The Bank of Japan’s decision has implications for the world’s third largest bond market.
The Road to Investing in China
Every investor is thinking about China, but most don't have a specific plan for it. The Asian giant is already a dominant power in its region, in emerging markets and in the world. Recent equity weakness doesn't change the long-term view: The China opportunity will continue to grow.
China’s Leapfroggers Shape the Investing Landscape
In our many travels through China to explore the changing market landscape, we've discovered countless companies and industries that are jumping ahead of the West. These leapfroggers are creating exciting opportunities for investors as China's equity and debt markets open to the world.