Category Archives: Equity Investments

Emerging Markets Investing: Getting the Big Picture Right is the Most Important Variable

Arjun Divecha, chairman of GMO’s board of directors, favors criteria that describe the financial flexibility of each country in which he seeks to invest. Read More

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Emerging Market Debt: An Asset Class Coming of Age

Despite recent downturns in some emerging markets, Kristin Ceva, CFA, remains bullish on a number of emerging market countries. Read More

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Investing in the New World Order: Fundamental Analysis Is No Longer Enough

Income disparity, geopolitical instability, political polarization, high debt, and central banks in uncharted territory have changed the reality for investors. Read More

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John Hempton on Spotting — and Selling — a Fraudulent Company

John Hempton of Bronte Capital picked sides in the Herbalife feud between Carl Icahn and William Ackman by visiting an Herbalife nutrition club in Queens. Read More

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Aswath Damodaran on Applying the Tools of Corporate Valuation

For Facebook’s share price, Professor Aswath Damodaran of the Leonard N. Stern School of Business at New York University sees investors confusing corporate valuation with market pricing. Damodaran will be speaking in Singapore at the 66th CFA Institute Annual Conference. Read More

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