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
Brazil has raised interest rates sharply, following China, India and host of countries across the emerging world in acting to curb inflation and counter the flood of dollar liquidity from the US.
Jose Cuervo of HSBC Global Asset Management runs the $3bn (£1.9bn) HSBC GIF Brazil Equity fund, a Luxembourg-based Sicav registered in the UK.