Traditional drivers are being increasingly challenged by global headwinds and investors must adapt, writes Gary Greenberg, head of emerging markets at Hermes Investment Management.
Richard Plaskett, client director in J.P. Morgan Asset Management's investment trust team, argues the case for investing in SMEs in Brazil to secure long-term growth opportunities.
Opportunities despite hard-landing fears
US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?
Several brokers down 10%
Sector expected to grow over next decade
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Rate uncertainty weighs on markets
Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.