Equities

This week's panel discusses the key themes currently affecting global emerging markets

The Chinese consumer sector has been a major talking point among investors in Asia.

Major companies favoured by leading European fund managers are facing severe price pressures as the global flight to safety propelled the Swiss franc to new heights today.

Credit rating agency Standard & Poor's has downgraded the US' prized AAA-rating for the first time ever.

Chaos in markets across the globe this week following heavy sell-offs prompted some commentators to warn of a new credit crunch, and left investors desperately seeking safe assets.

TIME TO GO BACK INTO EMs?

Emerging markets are by no means a safe haven, but the problems these countries face are minor in comparison to those of the more developed world, writes Jerome Booth, head of research at Ashmore Investment Management Limited.

In the latest Conjecture debate, our panellists from MFS and Standard & Poor's discussed European Equities.

JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.

Schroders' Louisa Lo says a drop in exports will see Asian markets affected by the Western downturn.