Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Economies under Trump's 'radar'
Soft-closed in 2013
MSCI reviewing index constituents
Mark Mobius: Generally speaking, people are still severely underweight emerging markets and there is a long way to go
Investing in the region over four decades
Seen bold reforms including demonetisation
Global Emerging Markets Breakfast Briefing
EM trusts should be given a 'fair hearing'
Closing on 10 May
EMs saw significant ETF inflows
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Improving corporate dynamics
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Sees $1.4bn inflows during quarter
Changing growth model
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
Retains popularity among electorate
Will be paid by firm directly
Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.
Five years of repair and recovery
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Stabilisation in India and China