RenAsset's Plamen Monovski has argued an equally weighted fund is the most effective way to invest in emerging markets, but said the concept has yet to gain much recognition.
While markets across Europe took a break over the long Easter holiday, Asian markets fluctuated between gains and losses, weighed down by expected weak Chinese manufacturing data to be released this week.
China's growth rate slowed to its lowest level in 18 months in the first quarter of 2014 amid fears the economy is experiencing a slowdown in momentum.
FUND MANAGER FOCUS
Jeremy Thomas, manager of the Brunner investment trust, says history tells us the EM crisis is far from over, but managers should not stop searching for low entry points.
Anthony Bolton has said he feels his final year in charge of the Fidelity China Special Situations investment trust has 'vindicated' his decision to come out of retirement.
Charlie Awdry has cut the number of holdings in his Henderson China Opportunities fund to create a more focused portfolio, while selling his last Chinese property holding as the indebted sector continues to struggle.