The Calamos Blog

India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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India Selloff Suggests Market Is Misreading Long-Term Opportunity

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak

Co-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.

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Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Indonesia: A Breadth of Reforms Provide Growth Tailwinds

Global Equity Team Perspectives by Nick Niziolek, CFA

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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Health and Longevity Trends in EMs Create Global Opportunities

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.

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“Made in China”: China’s Evolving Export Role in the Global Economy

Global Equity Team Perspectives by Nick Niziolek, CFA

Infrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.

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The Case for Global Equities Today

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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