China vehicles top but property funds hit
Three times above danger level
Report by Copley Fund Research
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
JPMorgan trusts leading the winners
Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.
Less focus on renminbi depreciation
If you think you have seen a lot of Chinese tourists lately, you probably have not seen all of them yet as the growth cycle for the tourism sector has just started.