The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain
JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.
I am still not ready to move negative duration
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
Aberdeen Asset Management is launching a China A-Share fund after being granted its first Chinese RQFII licence.
Hermes has partnered with Hong Kong based fund manager CSOP Asset Management to launch a China A Shares fund run by some of the country's own up and coming stockpickers.
UK shares edged lower this morning as concerns over the economic recovery in the US, and yesterday's move by the country to curb tax avoidance via M&A deals, continue to weigh on investor sentiment.
In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.