Rising inflation a risk
Half of new issuance this year will come from Asia
There were several credit rating changes in February that were significant for emerging markets (EM).
Both countries seeing improving sentiment
'Do not rush in with eyes wide shut'
Several sectors 'subsumed' by tech growth
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.