Nordea's Jorry Noddekaer is seeing an increasing number of investment opportunities in private Chinese companies, as the country's new leadership sparks a change in outlook.
Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.
The dearth of value opportunities in Western equity markets alongside a host of other issues leaves emerging market equities as the last man standing. Should income seekers change their focus?
Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.
The Bank of Russia has taken steps to halt the collapse of the rouble, as the currency continues to hit new record lows against the US dollar and the euro on falling oil prices.
Russia in 2015: An economic slip back to the 1980s?
Aubrey Capital Management will expand its fund range with the launch of an emerging market consumer fund in January.
Emerging markets specialist Somerset Capital is to add an India fund to its suite of products in 2015, to be run by its newest hire.
In a year in which active management has struggled severely, Asia-focused funds have emerged as the only major equity grouping in which the average manager has beaten the benchmark.