Emerging markets

Anthony Bolton has taken out a £65m gearing facility on his Fidelity China Special Situations trust as the manager wastes no time in accessing the region's equity markets.

Investec's Eerdmans wants to address risk/reward profile of emerging market debt

Emerging markets guru Mark Mobius says he continues to be bullish on the long-term prospects in Thailand despite the violence engulfing the country in recent weeks.

Will Calvert, manager of Axa IM's Emerging Markets fund, says investors should no longer perceive emerging regions as pure commodity plays.

Reinhart and Rogoff's study of 250 past financial crises over the last 800 years found public sector debt increases on average 86%, growth takes 4.4 years to recover and real estate six years.

China could prove to be the investment opportunity of a lifetime over the longer term, Skandia Investment Group (SIG) CIO James Millard believes.

Aberdeen's Adam McCabe believes China will allow the renminbi to appreciate in a bid to support domestic demand.

HSBC Global Asset Management will launch an absolute return global emerging markets fund later this month.

Old Mutual's Stewart Cowley has increased exposure to corporate bonds from 15% to 25% this year in his Global Strategic Bond fund, focusing mainly on the lower end of investment grade.

The panel discusses the recession vs recovery debate and how the developed world and emerging markets are affected by the crisis