◀ The Principal Blog

Posts from the ‘Principal Global Equities’ category

Views from the CIO: The View from Brazil on Earnings, Currency Effects, and Picking Stocks



Driving through the busy streets of Rio de Janeiro on a gloomy, rainy day was a reminder of the same gloomy mood of equity investors I observed while recently in Brazil. Brazil’s economic slowdown, led by commodity price declines, and its political uncertainty over potential presidential…

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India Warms to Reform: Part 3 of 3



The MSCI India Index is up more than 50% in U.S. dollar terms from its trough last August, with some small-cap stocks rallying even more. And if the government delivers on the reform agenda, which we discussed in Part 1 and Part 2 of this series, earnings are likely to expand substantially over…

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