Emerging markets

Emerging market debt investors are shunning low yielding regions in anticipation of a further rise in treasury yields this year.

We are living through a phase when investors say they like Western shares and dislike emerging market shares.

TIP OF THE WEEK

Billionaire investor George Soros has urged Western nations to support revolutions in the Middle East to gain allegiance with new-found democracies.

Emerging markets are facing an "unpleasant cocktail" of macroeconomic headwinds, but these are cyclical pressures that represent a buying opportunity, says Jupiter's Kathryn Langridge.

The price of gold has hit a record high on concerns about unrest in the Middle East and contagion risk from Libya, while oil has topped the $116 a barrel mark.

The re-opening of the Egyptian stock exchange has been further delayed as the exchange head rejects calls to cancel trades placed in the last few days it was open.

China/Greater China only became a separate IMA fund sector at the start of this year, recognising the growing number of vehicles focusing on this part of the world.

Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.

SHOULD YOU FLEE EMs?