Everest Capital

Global and Emerging Markets Investing Since 1990

Research

Everest Capital periodically publishes white papers and articles produced by our professionals and a select group of external experts. These thought pieces examine various developments relating to global investing, including geopolitical issues, demographics, growth themes and market trends. If you would like to receive a copy of recent research publications, please contact info@evcap.com.

  • The Case for Frontier Markets - July 2011
    Frontier markets include some of the fastest growing, most populated and least integrated economies in the world and, importantly, some of the most undervalued equity markets. This white paper argues that combining a top-down and bottom-up approach to identifying and capturing key investment themes in frontier markets can produce attractive, low-correlation investment returns.
  • Global Aging and the Future of Emerging Markets – February 2011
    This white paper describes how demographic trends will affect various emerging economies in the coming decades.
  • The End of Emerging Markets? – November 2009
    This white paper describes how the distinctions between developed and emerging markets have blurred and makes the case for a significant re-rating of emerging markets. 
  • Why the Phrase 'Emerging Markets' No Longer Applies – Financial Times September 29, 2009
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