Emerging markets

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

JO Hambro Capital Management's new Asian fund manager has said high profile fund managers caught out by accountancy fraud by some of China's smaller companies were not to blame as the problems can be so difficult to spot.

Jeff Casson, manager of the Martin Currie Latin America fund, travels to Brazil to see what effect the volatility in world markets is having on the region.

Strong long-term growth trends underpin the investment case of Sri Lanka, Pakistan, Bangladesh and Vietnam. But the risks outweigh the benefits, writes Maria Merricks.

Prime minister David Cameron has appealed for Britain to emulate the optimism seen in emerging economies such as China and India instead of being overwhelmed by the onslaught of negative data.

VIDEO: ANTHONY BOLTON

Two of the largest investors in emerging market debt have denied a liquidity crisis is on the horizon despite major outflows and a sell-off in recent weeks.

ON EMERGING MARKETS

Asian markets as a whole will not begin to outperform until the European debt crisis is resolved, but consumer stocks in China will serve investors well, according to JO Hambro Capital Management's Paul Wimborne.

Emerging economies would face a systemic crisis if foreign investors, who own one-third of EM local currency debt markets, begin to pull out their cash, fund managers have warned.