Research is central to what we do
At Weighhouse, our research is 100% indendent. Our research is mostly bespoke, tailored to individual clients. But we do publish some of our insights here, particularly after trips, or on key themes of interest.
Thought Leadership
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Top dollar no more?
Emerging markets and the dollar Bankers who were paying attention as graduate trainees might recall the bond market dance: one arm up, the other down, illustrating “yields up, prices down,” and vice versa. For EM investors, a similar shorthand is: “dollar up, EM equities underperform.” Sadly, the reverse – “dollar down, EM equities outperform” –…
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Does Growth Pay?
Economic growth and EM equities Does growth matter for emerging market investing?Whether economic growth drives equity market returns is a divisive question. We examine equity market returns across emerging markets (EM) over the past two decades and find that growth might matter – certainly more than sceptics often claim. But still, before chasing economic growth…
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Corruption
Who’s Winning the Battle Against Corruption? They say you’re only truly qualified as an emerging markets investor once you’ve been stopped by local police, told your papers aren’t in order, and detained — despite everything being perfectly fine. Investors tell us that corruption remains a major concern when investing in emerging – and especially frontier…
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25 year EM Periodic Table
To celebrate making it through a quarter of this century, here’s a technicolor look at 25 years of ranked Emerging Market equity returns.
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Too busy to have babies?
Too busy to have babies? Most of MSCI EM is past peak working age population
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Guatemala
Central America’s largest economy Guatemala is a 3.5% growth story without significant imbalances (assuming remittances continue). It should be growing faster, but for growth to break out on the upside, a significant step up in infrastructure and investment will be needed, funded by improved government tax collection with stronger institutions to support investment and FDI.…