Anu Gaggar, our international analyst, is from India and regularly goes home to visit. I am excited to share her eyewitness, informed report on what is going on there. At Commonwealth’s National Conference, I highlighted the potential opportunities in India. Here, Anu makes very clear that the opportunities are real—as are the risks. Take it away, Anu!

Brad here. One of the questions I’ve been getting recently has been whether international markets still make sense, with particular concerns around whether they are too risky. Anu Gaggar, our international analyst, makes a strong case that emerging markets still make sense—in many more ways now than in years past. I think she raises some excellent points and makes a strong case. Enjoy!

Brad here. As part of my Next World series on this blog, I have been discussing the themes and implications with Commonwealth analysts to try to determine what it will mean, over time, for how we invest. Anu Gaggar, our international analyst, put together this piece, which I think is worth sharing. Take it away, Anu!

Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad

With emerging markets hitting the headlines once again, today we have a great piece from Commonwealth analyst Anu Gaggar on what is going on and—more important—what to do about it. Take it away, Anu! — Brad

Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad

Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad

Today's post is from Anuradha Gaggar of Commonwealth’s Investment Research team.

Earlier this month, capital markets declined sharply at the very hint of rising tensions between the U.S. and North Korea. Now, it’s not surprising that many global citizens would be fearful at the thought of nuclear war and the far-reaching social, political, and economic effects that could result. What may be surprising, however, is that capital markets have historically been much more stoic in times of war.

On November 8, a major event shook the world of hundreds of millions of people. And no, I’m not talking about the U.S. election. The event I’m referring to is the decision by the Indian government to invalidate most of its own currency.

As I’ve mentioned, the European banking system is a key risk, and Deutsche Bank—one of the largest banks in Germany and Europe—is catching headlines over its troubles. There’s been a great deal of speculation about what this means for the U.S. and world economies and for stock markets. Some have even suggested this might be a “Lehman moment” that could trigger another financial crisis. I asked our international analyst, Anu Gaggar, to take a look and report back on what she found. — Brad