Adam Choppin https://www.xponance.com/author/adam-choppin/ An asset management and investment firm focused on emerging manager strategies Mon, 26 Jun 2023 18:00:28 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Adam Choppin https://www.xponance.com/author/adam-choppin/ 32 32 A Weekend at Vladimir’s: Xponance Quick Take On The Recent Events in Russia https://www.xponance.com/a-weekend-at-vladimirs-xponance-quick-take-on-the-recent-events-in-russia/ Mon, 26 Jun 2023 16:38:13 +0000 ® Insights]]> https://www.xponance.com/?p=240416 Unless you’ve been on an island without cell phone coverage for the past several days (in which case, good for you!) you are certain to have heard of the non-coup, coup attempt in Russia over the weekend.

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]]> Alpine Snowball: Q2 2023 Market Outlook https://www.xponance.com/alpine-snowball-q2-2023-market-outlook/ Wed, 26 Apr 2023 18:14:28 +0000 ® Insights]]> https://www.xponance.com/?p=240202 The graveyard of once legendary business franchises has just added one more new member to its ignominious fraternity. The hastily arranged acquisition of Credit Suisse by its chief Swiss rival UBS in March 2023, ended the 166-year run of the global symbol of Swiss banking largesse. Credit Suisse was once the 15th largest bank in the world with offices in 50 countries and assets of over $1 trillion USD.

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]]> What Our Boutique Managers are Saying About Investment Opportunities due to the Russian War in Ukraine (So Far) https://www.xponance.com/what-our-boutique-managers-are-saying-about-investment-opportunities-due-to-the-russian-war-in-ukraine-so-far/ Tue, 01 Mar 2022 16:34:04 +0000 ® Insights]]> https://www.xponance.com/?p=238438 The post What Our Boutique Managers are Saying About Investment Opportunities due to the Russian War in Ukraine (So Far) appeared first on Xponance | Asset Management and Investment.

]]> What Our Boutique Managers are Saying About Investment Opportunities in China Today https://www.xponance.com/what-our-boutique-managers-are-saying-about-investment-opportunities-in-china-today/ Mon, 24 Jan 2022 21:43:11 +0000 ® Insights]]> https://www.xponance.com/?p=238244 Sino-pessimism is easy to find these days, perhaps with good reason. China spent 2021 cracking down on its most lucrative businesses, shuttering entire for-profit sectors, seeing several large property companies teeter on the edge of bankruptcy, suffer energy shortages, constrain the economy under an ongoing zero-Covid policy.

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]]> What Does the EV Craze Mean for Emerging Markets? https://www.xponance.com/what-does-the-ev-craze-mean-for-emerging-markets/ Thu, 25 Mar 2021 16:01:01 +0000 ® Insights]]> https://www.xponance.com/?p=236211 In a market filled with liquidity and searching eagerly for the next growth story, electric vehicle (EV) companies, and their supply chain are seeing a lot of flows. Most famously, Tesla shot up 7x in 2020 after finally turning a profit for the first time in its history.

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]]> Taiwan: “It’s More Than Just a Tech Stock” – What Asset Owners May Be Missing in Taiwan https://www.xponance.com/taiwan-its-more-than-just-a-tech-stock-what-asset-owners-may-be-missing-in-taiwan/ Wed, 10 Feb 2021 18:22:56 +0000 ® Insights]]> https://www.xponance.com/?p=36449 The best performing emerging market of the past decade gets no love from investors. Taiwan is a perennial underweight for active global emerging market (GEM) funds, despite being the best performing market over the past decade.

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