For first time since 2011
Joint venture with Turquoise Partners
QE boosted asset prices in emerging markets
Did not expect the RMB to hold up
With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.