Psigma's Tom Becket believes this year's Indian elections could be a new dawn for the troubled country, saying its current situation "cannot get any worse".
Frontier markets delivered a positive return in January, as local ‘sticky money' stayed put in the face of heavy outflows from EMs.
Hawksmoor's Richard Scott has taken a contrarian approach to his rivals by investing in global emerging market equities - predominantly via trusts - following the sell-off.
Active emerging market equity managers have been given a further incentive to invest ‘off benchmark' after recent market falls emphasised the role played by ETFs.