"The Indiana Jones of Emerging Market Investing"

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A New Era of Global Trade

Mark believes Trump’s latest tariff hike has ushered in a new era of global trade. 

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China: Back in the Game

With an improving policy environment, the Chinese stock rally likely still has some room to run. 

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Then vs. Now: Mexico

Mark believes Mexico can no longer afford to depend so heavily on the US and needs to broaden its trade ties.

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Then vs. Now: Argentina

Argentina’s economic transformation leads Mark to believe that the country might finally break free from its cycle of crisis and stagnation.

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Then vs. Now: South Korea

Mark remains bullish on South Korean stocks even as the country goes through a period of political turmoil.

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Then vs. Now: India

Mark launches a “Then vs. Now” series exploring how emerging markets have evolved over the past 16 years, starting with India.

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