Refine Search

Search Results

3 results found.

Russia: A Riddle, Wrapped in a Mystery, Inside an Enigma
by Arjun Divecha of GMO, 4/11/18

In the latest GMO Emerging Equity Insights, Arjun Divecha, head of GMO's Emerging Markets Equity team and a member of the GMO Board of Directors, shares his thoughts on the recent selloff in Russian equities.

Qatar: A Test Case for the “America First” Doctrine?
by Arjun Divecha of GMO, 6/9/17

Saudi Arabia and the United Arab Emirates effectively excommunicated Qatar from the Gulf Cooperation Council (GCC); they cut off all transportation links, forced Qatari citizens in the GCC to leave, and closed their airspace to Qatar Airlines’ flights to Europe and the US. The stated goal of these measures is to force the Qatari government to stop allying with the government of Iran and to stop supporting certain political/terrorist groups, like the Muslim Brotherhood, in Egypt and across the Middle East. However, if the Qataris do not accede to their demands, their objective may become to cause regime change in Qatar. The US has a major military base in Qatar and so has a stake in the outcome.

Capturing Domestic Demand in Emerging Markets Neither Small Caps Nor Multinationals Are a Good Proxy
by Arjun Divecha of GMO, 1/6/12
As domestic demand play gains momentum, we hear increasingly that the best way to capture this theme is to buy small cap emerging stocks. We believe, however, that this is a mistake and that focusing on companies that speci?cally serve domestic demand is a more effective way to exploit the opportunity. Besides, why buy a proxy when you can buy the real thing?
3 results found.