Where are emerging markets headed?

This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following

Emerging markets regularly top the polls when investors are asked where they see the best performing asset class for 2010. In the first part of a two-part Conjecture, Caroline Allen asks an assembled panel of experts about the sectors they favour and their views on where the asset class his headed. The panel comprised Daniel Tubbs, co-manager at the  BlackRock Emerging Markets fund, Julian Thompson, head of global emerging markets at Threadneedle, and Roberto Demartini, associate director of fund research and sector specialist for emerging markets at Standard & Poor’s. Over the last y...