Managers from Martin Currie, Invesco Perpetual and other top groups give us their views.
Michael Konstantinov Manager,Allianz RCM BRIC Stars fund I believe so. In the last two weeks we have seen some more positive news from key emerging markets (EMs), with an improvement in fund flows and the potential peak of monetary tightening in China. This can be coupled with problems in the developed world caused by instability in the eurozone and the US as well as an apparent slowdown in global growth. As investors start to react to this newsflow we should see the reversal of funds from developed markets to those in the emerging world: this should lead to a rebound in emergin...
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