Fisher Investments on Emerging Markets

This book begins with an overview of emerging markets, followed by a historical narrative of the major emerging market regions—with emphasis on the economic, political, and sentiment drivers that help shape the investing landscape.

• Discusses regional, and even country-specific, drivers.
• Examines the major regions, including Russia, China, Latin America, and Asia.
• Addresses the challenges unique to emerging and developing regions, and some common pitfalls to avoid.
• Delves into top-down investment methodology as well as individual security analysis.
• Outlines a five-step process to help differentiate firms in emerging markets—designed to help you identify ones with the greatest probability of outperforming
• Provides investment strategies for a variety of market environments

Filled with in-depth insights and expert advice, Fisher Investments on Emerging Markets provides a framework for understanding emerging markets. With this book as your guide, you can quickly gain a global perspective on emerging markets and discover strategies to help achieve your investing goals.

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.