Stephen Docherty, manager of the Aberdeen World Growth and Income fund, reveals how he is currently positioning his portfolio.
The Brazilian government has unveiled a R$133bn($66bn) stimulus plan designed to revive investment in the country's infrastructure and boost its flagging economy.
A slowing economy, poor corporate earnings and macroeconomic fears have put Brazil under intense scrutiny from investors, according to BlackRock's Will Landers.
Franklin Templeton has launched a Brazilian Opportunities fund targeting a total return from Brazilian equity, fixed income and currency markets.
The £132m First State Global Property Securities fund has dominated the IMA Property sector over the last five years, being one of only two funds to make a positive return over that period, and has returned 84.5% since 2009.
Aspirational consumers with an insatiable appetite for luxury Western brands are growing in numbers throughout emerging markets, where favourable demographics have created a generation of young workers with spending power.