Emerging Market Equity Portfolio Manager and China Analyst Lee Gao shared his views on the Belt and Road Initiative and China’s investments in infrastructure.
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Emerging Market Banks Are Holding Up. Watch These 6 Stocks.
Emerging Market Equity Portfolio Manager and Analyst Rick Schmidt shares his thoughts on Harding Loevner’s long-standing preference for emerging market banks over developed market banks.
Emerging Markets (EM) Investing in the Next Decade: The Game
Emerging Markets Equity Portfolio Manager and Analyst Pradipta Chakrabortty was one of six investment professionals consulted by Mutual Fund Observer for this comprehensive analysis of EM investing. Chakrabortty’s biography is also included in a companion article, “Emerging Markets Investing in the Next Decade: The Players.”
Diversification in a Bear Market
The Harding Loevner Emerging Markets Portfolio is highlighted in this Morningstar guide that offers suggestions on ways individual investors can diversify their investments in the current market.
Some Funds Refuse to Give Up on China Stocks as World Flees
In this Bloomberg article on investing in China, CIO and International Equity PM Ferrill Roll notes the interest among some investors for Emerging Markets strategies that exclude China. Subscription required to view the entire article.
Patrick Todd on TD Ameritrade Network
International Equity Portfolio Manager Patrick Todd explains the recent underperformance of growth stocks and examines the attractive valuations available in emerging markets. He also discusses two non-US businesses that he considers attractive long-term investments.
Rick Schmidt on TD Ameritrade Network
Rick Schmidt, portfolio manager for the Emerging Markets Equity and Global Equity strategies, discusses the importance of maintaining a long-term perspective when investing in times of crisis. He also highlights a few investment ideas among high-quality, growing companies.
Rick Schmidt on TD Ameritrade Network
Appearing on the TD Ameritrade Network, Harding Loevner Portfolio Manager Rick Schmidt comments on a pull back in e-commerce and tech-related stocks and points to areas of “old” emerging markets where he thinks valuations remain reasonable.
What the U.S. Can Learn From China’s Consumer Comeback
Analyst Wenting Shen discusses how Midea Group can benefit from a resurgence in China’s consumer spending.
Rick Schmidt on TD Ameritrade Network
Rick Schmidt, portfolio manager for Harding Loevner’s Global Equity and Emerging Markets Equity strategies, discusses long-term investment opportunities and valuations in global emerging markets. Emphasizing the diverse nature of emerging markets, he highlights particular sectors and countries where he thinks share prices often do not reflect companies’ future growth potential.
Vietnam And Bangladesh Beneficiaries of Trade War
Pradipta Chakrabortty, Portfolio Manager, Frontier Emerging Markets and Emerging Markets appears on Bloomberg Radio where he discusses the economic impact of trade tensions, and says it’s not in China’s interest to engage in a currency war and looks at opportunities in Vietnam.
Two Vietnamese Stocks Worth a Look
Vietnam is benefiting from foreign investment as manufacturers navigate the US-China trade war by increasingly moving production to this country. Pradipta Chakrabortty, portfolio manager for the Harding Loevner Emerging Markets Equity and Frontier Emerging Markets Equity strategies, highlights two Vietnamese companies that are enjoying strong growth.