Ways to play the global emerging market story

In this week's Conjecture debate, the panel considered major themes in global emerging markets, the impact of big sporting events on Brazil and Russia, and the perils of investing in China. This week's panel consisted of John Monaghan, associate director, fund research at Standard & Poor's; and senior portfolio manager Mark Gordon-James, who works on Aberdeen's global emerging markets team. John Monaghan, Standard & Poor's Mark Gordon-James, Aberdeen   S&P has just produced a sector report on global emerging markets. What sort of themes came through in this report? ...