Allianz's Michael Konstantinov is reversing the bias towards Russia and energy stocks he introduced in November last year to shift back into China, Brazil and India.
Strong growth in commodities, resources and EMs highlights breadth and global nature of options available in the Specialist sector, with top performers including Smith & Williamson Global Gold and Resources, HSBC GIF Emerging Markets Local Debt and BNY...
Soaring stock market performance in Latin America makes it hard to find quality companies at reasonable valuations, especially in Brazil, according to First State's Millar Mathieson.
Martin Currie's Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.
ON EMERGING MARKETS