Luxury stocks normalise for slower era of growth
ING's emerging markets hard currency debt team has increased its exposure to troubled former Soviet state Ukraine following the stand-off in Eastern Europe.
The result of the Indian election, although positive for the economy, may not be as much of a game changer for investors as some suggest, according to Sophia Whitbread, manager of the Newton Emerging Income fund.
Economies around the globe need to shore up their fiscal positions now following an improvement in growth rates, and before the next crisis hits home, the World Bank has warned.
The heavy selling seen in emerging markets since last May has halted year to date as buyers snap up sold-off shares, but Aberdeen's global emerging markets head Devan Kaloo has warned there could be more pain to come.
BlackRock has launched two iShares exchange-traded funds to target emerging market consumption and US dividends, following fee cuts on its revamped 'Core' range last week.
Thailand has been gripped by political unrest since November, with its stock market enduring a tumultuous ride over the last seven months, but which funds have maintained their overweights, and how have they fared?
Smith & Williamson has launched an emerging markets value fund, to be managed by Richard McGrath.