Emerging markets

Will China’s debt bubble quash rebalancing hopes?

Jupiter managers Philip Ehrmann and Kathryn Langridge are to leave the company as it reshuffles its emerging markets team, Investment Week can reveal.

A new crossroads in Asia

Aviva Investors has hired J.P Morgan Asset Management's Xiaoyu Liu to its emerging market fund management team.

Lazard Asset Management's Stephen Russell has pointed to off-benchmark positions as a driver of returns for his EM Core Equity fund as a growing number of global stocks turn to the developing world for revenue growth.

Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.

China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.

Falling oil prices have given Turkey's economy a boost, even as the Islamic State conflict edges closer to its borders. Julian Mayo from Charlemagne Capital takes a look at Turkey's fortunes.

China's scheme to connect the Hong Kong and Shanghai stock exchanges will not be unveiled this week as planned, with no new launch date yet specified.

LGM Investments (formerly Lloyd George Management) has reopened its LGM Frontier Markets strategy to investors following a dip in assets.