Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
The volume of opinion surrounding emerging markets can, at times, seem deafening, writes Peter Elston, chief investment officer at Seneca Investment Managers.
Sentiment reversal towards emerging markets
Gap in GDP growth between India and Brazil increases
Assets under management surpass $50bn
China and India weaker performers
Joined in February 2015
Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
EM duration offering attractive risk/returns