by Kabir Sehgal | Mar 12, 2016 | All, Op-Ed
“No es facil” or “it isn’t easy” is a mantra among Cubans about life in their island country. It can also be used to describe investing in Cuba. And for good reason: its government views capitalism with suspicion and controls much of its...
by Kabir Sehgal | Mar 7, 2016 | All, Op-Ed
In Michael Lewis’ debut book, “Liar’s Poker,” the author tries to expose the absurd and depraved behavior that he witnessed on Wall Street during the 1980s. But his book, which is being turned into a movie, became something of an instruction manual for college...
by Kabir Sehgal | Mar 6, 2016 | All, Op-Ed
It’s the worst part of the job. For the most part, I had a blast working at a Wall Street bank: traveling the world, sourcing lucrative trades, and learning from CEOs. But there is one thing that grew old fast: the daily morning meeting. Every morning at 6:45 am EST —...
by Kabir Sehgal | Feb 28, 2016 | All, Op-Ed
Although it is known for the tango, Argentina is familiar with another dance: the limbo. Money managers have watched as the country has descended lower and lower in terms of its stature as an investment location. But that may be changing. After a decade of failed...
by Kabir Sehgal | Feb 11, 2016 | All, Op-Ed
Wall Street may not realize it yet but they are going to miss President Barack Obama. When you consider what the candidates are saying about Wall Street, the financial community may even think fondly about the good old days of Obama. Ted Cruz said that large financial...
by Kabir Sehgal | Feb 9, 2016 | All, Op-Ed
Not every emerging market is under fire. Sure, you want to stay away from Brazil and South Africa right now. Within Asia, it’s best to avoid China, which is overleveraged and has an aging labor force. Moreover, sectors that have historically performed well in...
by Kabir Sehgal | Feb 9, 2016 | All, Op-Ed
With the caucuses and primaries upon us, election season is finally underway. But the United States isn’t the only country with an important election this year. Several other countries like South Africa, South Korea, and Mongolia are holding votes for...
by Kabir Sehgal | Feb 8, 2016 | All, Op-Ed
If you’re an emerging markets investor, it’s time to tango: Argentina may be officially designated an emerging market. The country was downgraded to a frontier market in 2009, as it suffered through high inflation, fiscal consolidation, and recession. This...
by Kabir Sehgal | Feb 5, 2016 | All, Op-Ed
Here is some naan-fiction advice (get it!): invest in India. While it’s true that emerging markets have taken a drubbing, with the main benchmark down 15% last year, certain countries are poised to rebound. With oil prices at low levels, those nations that...
by Kabir Sehgal | Feb 4, 2016 | All, Op-Ed
If your portfolio isn’t going north, try looking south. If you’re an emerging-market investor, forget Brazil, focus on Chile. It’s true that emerging markets have taken a beating, with the benchmark MSCI Emerging Markets Index down 15% last year, but...
