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.”
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.
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.
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, 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.
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.
Analyst Wenting Shen discusses how Midea Group can benefit from a resurgence in China’s consumer spending.
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.
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.
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.
Emerging markets stocks appear considerably cheaper at the end of 2018 than they were at the beginning of the year. Bryan Lloyd, a portfolio manager for Harding Loevner’s International Equity strategy, discusses his approach to investing in emerging markets stocks.
Fund managers in the US are finding attractive investment opportunities amid the emerging markets sell-off, largely a result of investor concern about the trade war between the US and China. Christopher Mack, a portfolio manager for Harding Loevner’s Global Equity strategy, discusses the attractive valuations that have appeared among some […]