There Are Trends in Trump’s Trade Policy. What Investors Can Learn.
President Trump’s trade policies confuse many economists. One thing is certain: He wants to make more stuff here.
Chinese stocks, emerging market debt see large inflows in February, says IIF
Foreigners added nearly $16 billion to their emerging market portfolios in February, with investors loading up on Chinese ...
China is a good cyclical market to play; India still most expensive relative to other EMs
Arjun Divecha, Partner and Head of Emerging Markets for GMO, thinks India is still expensive while China is well-placed for a cyclical rebound ...
moneycontrol.com15 天
Weak currency is a good thing for the country: Arjun Divecha, Emerging Markets Head, GMO
A "weak currency" further acts as a favourable element, believes Arjun Divecha, Head of Emerging Markets for GMO (Grantham, Mayo, Van Otterloo & Co), the Boston-based investing firm. How?
Yahoo Finance1 个月
Grantham Mayo's BCHI Fund Looks Beyond China
“We were not planning on all this tariff stuff when we created the fund, but that’s the reason it’s active and not passive,” said Arjun Divecha, founder of emerging markets strategies at ...
MoneyWeek6 年
Russian stocks are cheap for a reason
"You make more money when things go from truly awful to merely bad," says Arjun Divecha of asset management group GMO, "than when they go from good to great." So value investors should be eyeing ...
Benzinga.com1 个月
GMO's New Beyond China ETF Targets Supply Chain Shift Winners
"This isn't just about avoiding China — it's about identifying the countries, sectors, and companies that are benefiting from this secular shift in global supply chains," said Arjun Divecha ...