President Trump’s trade policies confuse many economists. One thing is certain: He wants to make more stuff here.

Foreigners added nearly $16 billion to their emerging market portfolios in February, with investors loading up on Chinese ...

Arjun Divecha, Partner and Head of Emerging Markets for GMO, thinks India is still expensive while China is well-placed for a cyclical rebound ...

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?

“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 ...

"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 ...

"Labor costs in China have now basically risen to the point where it is far cheaper to do business in places like Thailand or Indonesia, Vietnam or India," said Arjun Divecha, head of GMO Emerging ...