Could benefit oil and gold
Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.
'Deep understanding' of EM political challenges
Outflows of $727m this week
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Following a recent trip to Indonesia, Rob Brewis, investment manager at Aubrey Capital Management, shares his views on the bright spots for the country.