Aspirational consumers with an insatiable appetite for luxury Western brands are growing in numbers throughout emerging markets, where favourable demographics have created a generation of young workers with spending power.
Renowned energy investor Tim Guinness has forecast the price of US natural gas could increase by 300% in the next five years as supply is choked off and demand grows for gas ahead of coal.
Marina Akopian, fund manager at HEXAM Capital Partners, outlines the drivers that could aid a turnaround in fortunes for emerging markets.
Asian investment house Lion Global Investors (LGI) has launched three funds into the UK, including an Asian Income mandate which it hopes can challenge the existing powerhouses in the sector.