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

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.

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.

Although investors have been concerned with China's slowing growth rate, China remains one of the largest and fastest-growing economies in the world.

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.