Neptune is to close its £1.8m China Special Situations and £400,000 Russia Special Situations funds less than three years after the funds were launched.
'Investors must still beware Asia’s corporate pitfalls'
Within the emerging markets space, fears of a hard landing and shadow banking combined with poor performance have led many investors to avoid China.
Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.
As the oil price falls below $80 per barrel and other commodity markets also struggle with limited supply, investors are steering clear of resources funds, but some managers see these conditions as an investment opportunity.
The gloss has come off the emerging markets' story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.
China will likely ratchet up the stimulus further, and alongside this week's launch of the Shanghai-Hong Kong Connect programme, Chinese equities could speed ahead, explains ETF Securities' Nitesh Shah.
The real estate benefits of ultra-loose monetary policy
The ‘exploitable anomalies’ revealed by political uncertainty