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Global Perspectives

May 19, 2014

Mexico: Different Investment Lens Required

By Henry H. Mcvey, Vance Serchuk

Given both the breadth and depth of a new reform agenda, we think Mexico is approaching an inflection point that offers the opportunity to invest in b....

Feb 20, 2014

China: Repositioning Now Required

By Henry H. Mcvey

The Chinese economy is still undergoing a significant transition, including its diminishing role as the low cost “manufacturer to the world.” As s....

Jun 27, 2013

Indonesia: Transitioning Potential Into Reality

By Henry H. Mcvey

In a world increasingly starved for growth, we believe Indonesia has several substantial macro tailwinds that will continue to drive its GDP higher &n....

Apr 09, 2013

China in Transition

By Henry H. Mcvey

From almost any vantage point, it appears that China is at somewhat of an inflection point in its rich cultural and economic history. The government, ....

Nov 15, 2012

India: Shifting Landscape

By Henry H. Mcvey

A recent trip to India quickly reminded me that the country is bursting with macro-economic potential. Powerful demographics, rising GDP per capita....

Jul 16, 2012

China’s Rebalancing Act

By Henry H. Mcvey

China staged a mighty rise at the dawn of the 21st century to become the world’s preeminent manufacturer. The economic growth and prosperity it h....