Mark Mobius, executive chairman of the Templeton emerging markets group, has urged investors to hold at least 30% in emerging markets to ensure they are properly diversified.
Which sectors are ripe for consolidation?
A number of emerging market countries have already started implementing significant reforms which could spur economic growth, according to Templeton's Mark Mobius.
LGM Investments (formerly Lloyd George Management) has reopened its LGM Frontier Markets strategy to investors following a dip in assets.
Sharp falls in Hong Kong-listed shares mean investors are now increasing their exposure to China via this route, even as the onshore market opens up further to foreign investment.
Mark Mobius, executive chairman of Templeton Emerging Markets Group, examines the relationship between the EM giants and frontier markets.