The only way to consistently stay ahead of the game is to adopt a long-term view and, if appropriate, with a strong contrarian spin.

Shareholder activism is not a privilege - it is a right and a responsibility. When we invest in a company, we own part of that company and we are partly responsible for how that company progresses. If we believe there is something going wrong with the company, then we, as shareholders, must become active and vocal.

When you consider the sheer magnitude of investable equities to choose from in the world's emerging markets, you realize that finding one that looks attractive enough to warrant investing your faith and assets in is as formidable a task as finding a needle in a haystack. Fortunately, researching investment opportunities is a lot more interesting than digging for needles in haystacks.

The secret to global investing is gaining an insight into the hopes and desires of the people who live and work in the countries you invest in.

Sometimes, when there's too much traffic clogging up the road you need to take a different route. But following the same path as everyone else can stall your progress in reaching your investment goals too.

The safe time to invest is when there is blood in the streets.

If you ever want to eat a tuna sandwich again, don't go to a tuna factory. I visited one where they had two lines: one was the human food line and one was the cat food line - and they didn't look any different.