Argentina has been off the radar for many investors, due to mounting political and economic woes faced by the country over many years. Recently elected president Javier Milei has put forth an aggressive reform agenda, which he brands as “shock therapy.” While investing in a reform story like Argentina carries risks, initial signs have been positive, and successful implementation could help the country unlock the vast oil and gas reserves in the Vaca Muerta shale formation, one of the largest such resources in the world.
India has been one of the best performing equity markets in recent years, particularly in the small cap segment of the market, which has registered outperformance of over 1100 basis points per year relative to the MSCI All-Country World Small Cap Index over the last five years.
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Featured Commentary
Driehaus Emerging Markets Small Cap Equity Strategy May 2024 Commentary
By Chad Cleaver, CFA
Argentina has been off the radar for many investors, due to mounting political and economic woes faced by the country over many years. Recently elected president Javier Milei has put forth an aggressive reform agenda, which he brands as “shock therapy.” While investing in a reform story like Argentina carries risks, initial signs have been positive, and successful implementation could help the country unlock the vast oil and gas reserves in the Vaca Muerta shale formation, one of the largest such resources in the world.
Driehaus Emerging Markets Small Cap Equity Strategy April 2024 Commentary
By Chad Cleaver, CFA
India has been one of the best performing equity markets in recent years, particularly in the small cap segment of the market, which has registered outperformance of over 1100 basis points per year relative to the MSCI All-Country World Small Cap Index over the last five years.