Field Notes

Click on a city name to view the Field Notes.

Tokyo

– A tough call: there are several reasons to be positive about Japan; yet the new policies designed to end crippling deflation are risky, and leave little room for error.

Taipei

– For investors focused on overseas markets, Taiwan is something of a conundrum: should the country be classified as an “emerging market” or a “developed” one?

Ho Chi Minh City

– For all the doubt that looms over Vietnam, I find every trip there to be a refreshing study in change, growth and progress.

Seoul

– We observed firsthand the contradictions that plague South Korea’s very modern economy.

Kuala Lumpur

– Malaysia is determined to surge forward in its economic development, but the transformation may take longer than planned.

Bangkok

– We returned from a trip to Bangkok with new respect for Thai corporate strategy and governance.

Singapore

– While Singapore remains a modern, efficient city-state, it is struggling with new challenges, including income disparity.

São Paulo & Rio de Janeiro

– Our travels in Brazil suggest the immediate future will remain challenging from an economic perspective. However, we see signs that the country is rounding the corner.

Santiago

– Despite Chile’s small size - its population is only 17.5 million - it may be poised to grow faster than many of its regional peers.

Istanbul

– My trip to Istanbul revealed that the Turkish economy is poised, somewhat precariously, between growth and contraction.

Warsaw

– Warsaw presented notable contradictions. The city is clearly a polished European capital; and yet it is also undergoing basic reforms, investment, and development.

Mexico City

– Economic activity was evident in Mexico City. There were help wanted signs throughout the city; factories were busy; and cranes dotted the landscape.

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