The Fed’s decision to cut interest rates by 50 bps is definitely great news for emerging markets. Markets had already anticipated the Fed cut, with the Thai Baht surging by about 9% over the past couple of months, alongside gains in other EM currencies. Lower interest rates in

China’s stock market has roared back to life, turbocharged by an aggressive economic stimulus package — the “bazooka” that many had been waiting for. The sheer scope of the measures sparked a strong market rebound. In the near term, I expect the rally to provide opportunities in

It looks like the tide is turning in the Chinese stock market. With China accounting for about 30% of the benchmark emerging market index, Beijing’s latest stimulus measures are likely to lift not just China but also the broader EM space. Bloomberg TV’s Joumanna Bercetche

Happy Diwali to those who are celebrating! Diwali is the Festival of Lights and speaking of lights — I can’t emphasize enough what a bright future I see for India. Last week, I had the incredible experience of taking part in the NDTV World Summit in New Delhi, where I met with

Like it or not, Trump’s back in charge for the next four years. His nationalist, protectionist policies and blunt, often abrasive rhetoric obviously don’t sit well with everyone. But his pro-business stance has the potential to boost not only the US economy but also markets

My last blogpost on Trump sparked quite a debate, so I thought it might be worth sharing more of my thoughts on what a second Trump presidency could mean for emerging markets. Perhaps the most significant impact of a Trump presidency on emerging markets would be the shift away

I recently came across some articles I wrote for Tatler magazine back in 2008 documenting my travels through emerging markets, so I thought it would be fun to launch a “Then vs. Now” series, starting with India. In 2008, I observed how India’s private sector was thriving despite

It was with mixed emotions that I read through an old travelogue on South Korea, which I wrote for Tatler magazine back in June 2010. At the time, I wrote that South Korea “may be the only democratic country in the world where two former presidents have been sentenced to jail

Grateful for another year of exploring this incredible world. Travel keeps us curious and inspired. I’m looking forward to even more adventures in 2025. Here’s to embracing what lies ahead and wishing everyone a year filled with discovery and inspiration!

It must have been decades ago that I first met fellow investor Jim Rogers in Nassau, the Bahamas, where my late mentor Sir John Templeton lived. At a recent dinner with Jim, he reminisced about the moment Sir John told him how he had “poached” me in Taiwan 37 years ago to help

Argentina is undergoing one of the most dramatic economic transformations in its history under President Javier Milel. And for the first time in a long time, there is genuine optimism that Argentina might finally break free from its cycle of crisis and stagnation. That said,

In my view, Mexico can no longer afford to depend so heavily on the US. While America will remain a key partner, the global trend toward diversifying trade highlights the risks of over-reliance on a single market. Countries across Europe and Asia are already expanding their trade

A wonderful conversation with Lex Fridman, covering a wide range of subjects. Do watch! x.com/i/broadcasts/1…

I believe China’s stock rally still has more room to run. Its economy is stabilizing, the government is putting more emphasis on growth, and there’s a clear shift toward more business-friendly policies. On top of that, Chinese equities are still trading at a discount to US and

Whether the latest US tariffs will go ahead as announced or are eventually rolled back, there’s no doubt we’ve entered a new era of global trade. The fact that broad-based tariffs can be introduced suddenly, targeting over 150 countries, will change how companies think about

I’m looking forward to speaking at this year’s Nomad Capitalist Live, to be held 17–20 September 2025 in Kuala Lumpur. I’ll be joining Steve Wozniak, co-founder of Apple, along with a great group of entrepreneurs, investors and thought leaders to talk about how to protect your

People often ask how I time the market. The simple answer is, I don’t. I’ve never believed in timing the market. Trying to guess which way the wind will blow tomorrow is a fool’s game. Markets rise and fall for reasons that don’t always make sense. Those who spend their time

They said a mega earthquake might hit Japan last month, but I decided to go anyway and I’m so glad I did. For over a month, I’ve been traveling across this beautiful country, and it has been a remarkable experience. Along the way, I’ve learned many lessons that can be applied to

Why I Don’t Care If Gold Prices Skyrocket Gold has been making headlines lately, and even after a brief pullback, prices are still near record highs. You probably don’t need yet another doomsday-style article warning that investors are running for cover from the credit and

Why I’m Turning Bullish on China I’ve been feeling more optimistic about China in recent months, not because its economy has suddenly bounced back, but because something fundamental seems to be changing inside Beijing’s halls of power. For years, China looked like it was