Risks and opportunities in emerging markets

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. The panel comprised Daniel Tubbs, co-manager of 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. The World Bank has warned of a bubble in China, do you agree? Do you think it is a more difficult market than others to engage in? Roberto Demartini (RD): The view of managers based in China ...