Emerging and frontier market equities
Investing in countries where the growth story and the institutional risk are the same variable; the literature is mostly development economics read for allocation. Frontier markets are included here; this entry absorbed the separate emerging-markets theme.
18 books · 11 people behind it
Start here
- Breakout NationsRuchir Sharma, 2012
- How Asia WorksJoe Studwell, 2013
- Why Nations FailDaron Acemoglu, James A. Robinson, 2012
The people behind it 11
Each person holds a book in this entry or names it in their own tags.
Investors 4
Jim Rogers1 book hereBB
Barton Biggsnamed in their tagsLL
Li Lunamed in their tagsMP
Mohnish Pabrainamed in their tagsAcademics 4
JE
Joseph E. Stiglitz1 book hereAA
Anders Aslundnamed in their tagsCB
Chris Bakernamed in their tagsPP
Pasuk Phongpaichitnamed in their tagsJournalists 3
Books 18
David S. Landes · 1998 · Why some economies grew rich; culture and institutions across five centuries
Joseph E. Stiglitz · 2002 · The insider critique of IMF conditionality and capital account liberalization.
Daron Acemoglu, James A. Robinson · 2012 · Extractive versus inclusive institutions as the driver of divergence.
Joe Studwell · 2013 · Land reform, export discipline and financial repression; the best country-selection framework.
Ha-Joon Chang · 2007 · The case that rich countries prescribe policies they never followed.
Ruchir Sharma · 2012 · Country-by-country assessment from a working EM fund manager.
Ruchir Sharma · 2016 · Ten practical rules an EM allocator can actually apply.
Mark Mobius, Stephen Fenichell · 1999 · The best-known emerging-market equity manager on doing the fieldwork.
Michael Pettis · 2001 · How capital structure at the sovereign level manufactures EM crises.
Jim Rogers · 2003 · Driving through 116 countries scouting markets from the ground up
Antoine van Agtmael · 2007 · By the man who coined the term; the bull case at its peak.
Jerome Booth · 2014 · The argument that the risk is mispriced in the developed world, not the emerging one.
Marko Dimitrijevic, Timothy Mistele · 2016 · How a frontier specialist researches markets with no coverage.
Acha Leke, Mutsa Chironga, Georges Desvaux · 2018 · McKinsey's company-level survey of the largest frontier opportunity set.
Gavin Graham, Al Emid · 2013 · Portfolio-construction guide to the frontier allocation.