Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.
Reformist agendas will drive GEMs forward
China's export and import growth in September has beaten analyst expectations.
Sharp falls in Hong Kong-listed shares mean investors are now increasing their exposure to China via this route, even as the onshore market opens up further to foreign investment.
Other large caps may follow Tesco in cutting dividends
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.