Emerging Markets manager sees recovery ahead for Mexico, Russia, Turkey and Peru
This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following
Fund managers generated record net inflows in 2009, driven by strong investor demand for emerging markets.
Emerging markets represent 30% of global GDP, yet only 14.3% of the MSCI [World] index.
Newton Asian Income manager Jason Pidcock discusses his expectations for the region's markets in 2010 with Asset TV's Mark Colegate
Baring Emerging Markets fund manager Paul Wimborne has reduced his weighting in Brazil in favour of the cyclical growth on offer in South Korea.
Emerging markets are making up shortfalls that have resulted from a fall in investment from developed countries
Is now the time to stop buying emerging market and commodity funds and to start taking profits? Why adopt this strategy in the face of a considerable argument in favour of these sectors?
China's approval of a ground breaking $586bn stimulus package was a clear sign of the country's avowed commitment to build a ‘harmonious society' that balances the need to maintain economic growth while protecting the environment and society
The global markets, Asian in particular, were unsettled by the recent developments in Chinese monetary policies.