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India

Forces of Migration

Forces of Migration

Powerful global forces could cause billions of people to relocate over the next few decades, a transition that may have significant investment implications. Join William Blair’s Hugo Scott-Gall and Parag Khanna, founder and managing partner of strategic advisory...

E-commerce Mega-Trends in India

E-commerce Mega-Trends in India

E-commerce Mega-Trends in India As a global equity analyst, one of the most interesting aspects of my job is identifying companies with innovative technology and solutions that disrupt mature industries. But in emerging markets, sometimes the forces of disruption...

Demographics and Flows Fuel India

Demographics and Flows Fuel India

Despite near term pressures on India’s equity market from rising oil prices, rising bond yields, and U.S. dollar strength, I believe India has one of the best long-term growth trajectories among emerging markets. Compelling Demographics One reason is that India has...

India: An Emerging Market Standout

India: An Emerging Market Standout

As we noted in earlier blog posts, emerging markets have experienced a long spell of gloom, but we believe their underperformance relative to developed markets has run its course, thanks to valuations, flows, dollar strength, corporate performance, and China’s ongoing...

Pockets of Opportunity in Emerging Markets

Pockets of Opportunity in Emerging Markets

Romina Graiver, global equity specialist at William Blair, told Morningstar why she believes emerging markets are an attractive asset class. The growth differential between emerging and developed market economies is narrowing. This is a reversal from the past couple...

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