Emerging markets

This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following

Keynes' advocacy of fiscal stimulus to revive an economy from recession is well documented. For obvious reasons it has also been fiercely debated over the past two years, so it is somewhat ironic communist China could stake a claim to being the most Keynesian...

In Chinese culture, the tiger's vivid stripes symbolise the balanced forces of yin and yang. It is perhaps appropriate the Government, while continuing to provide support for the consumer, has chosen this year to take steps to avoid the imbalances that...

Gartmore China Opportunities fund manager Charlie Awdry has increased exposure to exporters despite Beijing's tightening economic policy.

India is set to become a financial powerhouse within the next 15 years. By Nitin Jain, principal fund manager, Kotak Mahindra (UK) Ltd

Looking back over the past decade, the performance of emerging markets has brought approving comments from even the most hardened critics.

Investment Week Conjecture

When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.

Increases in exports of soy beans and iron ore helped China overtake the US as Brazil's largest trading partner.

Despite its recent GDP growth while the developed world succumbed to recession, India is not a straightforward growth story.