Collings' Corner: Where to invest... Bangkok or Bishkek?

COLLINGS' CORNER

More often than not, due diligence questions asked by emerging markets investors will inevitably turn to political risks.

Although the recent upheaval in Greece and previous riots in Paris and LA remind us all political risk is not confined exclusively to emerging markets, the political and economic structures in some of these developing countries are undoubtedly more vulnerable. Frankly, the extent to which emerging markets dominate the globe from both a population and a landmass perspective, makes it possible the bulk of future turmoil will occur in emerging markets countries. But differentiation and judgement are important. Geographic remoteness and popular sensationalism can be misleading. For example, ...