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.
Despite years of political upheaval, Brazil is attracting greater interest among investors due to the purchasing power of its growing middle class. In investment terms, being middle class offers more opportunities, notes John Ewart, co-manager of the...
Everything else is 'relatively predictable'