I have written several books on emerging markets. Whenever people ask me why, the answer is, “To get the word out to investors who might want to venture into emerging markets.” Writing a blog is no different, it’s just another medium.
One of the effects of being featured in numerous media interviews, and having a Yul Brynner shaved head, is that I often get recognized in airports and hotel lobbies. And as a portfolio manager, it’s natural for people to look to me for a hot tip. They will always ask me what I’m buying, where the opportunities are and how good is this X, Y or Z stock.
I can’t reveal any “hot” picks due to strict legal and ethical considerations, and I definitely don’t. There is but one thing I can disclose truthfully: There is no simple secret, no single blueprint, no rigid roadmap that will guarantee you, me or anyone long-term success as a global investor.
However, there are good, solid lessons to be learned from observing the methods of research and analysis employed by long-term investors in these turbulent markets.
I am thankful to the legendary Sir John Templeton for having the foresight to see the potential in emerging markets and making the bet to hire me for the job. He showed me that if you wanted to be successful, you need to keep an open mind and be willing to learn. He taught me and many others how to invest by pursuing undervalued stocks and looking globally.