Emerging markets are at risk of overheating and advanced economies face years of anemic growth and could face a ‘double dip', the economist known as Dr Doom warns.
Franklin Templeton's Mark Mobius has been buying into BRIC stocks in the past month on the belief the current share slump is only a correction in a bull market.
Lazard Asset Management plans to soft-close James Donald's Emerging Markets funds and launch a new growth-orientated GEMs product.
Henderson's Andy Beal is looking to increase his exposure to Chinese property, refuting any suggestion China is experiencing an asset bubble.