Fisher Investments on Emerging Markets / Fisher Investments Press (ePub)

Foreword. Preface. Acknowledgments. Part I Going Backward to Move Forward. Chapter 1 The Five Ws of Emerging Markets. Who or What? Where? When? The Most Important Question--Why? But How? Chapter 2 Lions, Tigers & Dragons, Oh My! Roar of the Tigers. To the Brink of Extinction--The Asian Financial Crisis. Crisis Causes. Lessons and Legacies. The Dragon Unleashed. The History of China's Stock Market--A Lesson in Supply and Demand. Chapter 3 Latin America and the Vagaries of Boom and Bust. The Political Economy of Latin America. Till Debt Do Us Part--The 1982 Crisis. The Tequila Crisis. Chapter 4 From the Ruble of the Iron Curtain to the Legacy of Apartheid. The Ruble of the Iron Curtain. The Wild, Wild East. Crisis Strikes Again--The 1998 Ruble Crisis. Putin and the Modern Soviet State. The Legacy of Apartheid--Race and Markets. Part II Developing an Emerging Markets Strategy. Chapter 5 From the Past to Today--How to Approach Emerging Markets. Prelude to a Portfolio: Choosing a Benchmark. Getting Started: Emerging Markets Today. The Best Wayt to Think about Emerging Markets. Putting It Together: The Top-Down Method. Top-Down Deconstructed. Examples of Quantitative Factor Screenings. Chapter 6 Developing Portfolio Drivers. The Importance of Portfolio Drivers in Emerging Markets. The Proper Perspective. Identifying Portfolio Drivers. Translating Drivers Into Portfolio Allocation Decisions. An Illustration in Analyzing Portfolio Drivers--Brazil During the 2003-2007 Bull Market. What Can Drive Emerging Markets as a Category. Getting Information to Develop Drivers. Chapter 7 Security Analysis. Make Your Selection. A Five-Step Process. Other Important Questions to Ask. Chapter 8 Putting it Together. Two Initial Considerations. Instruments for Investing in Emerging Markets. Common Challenges and Risks. The Future--Frontier Markets. Notes. About the Author. Index.

AUSTIN B. FRASER is a research analyst at Fisher Investments with a focus on emerging markets and macroeconomic strategy. Prior to joining the firm, he worked at Cambridge Associates in Washington, D.C., as a research associate. He graduated from the University of Michigan, Ann Arbor, with a BA in history. Originally from Detroit, Michigan, he now resides in San Francisco.

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