Emerging Markets manager sees recovery ahead for Mexico, Russia, Turkey and Peru
This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following
Fund managers generated record net inflows in 2009, driven by strong investor demand for emerging markets.
The world is moving past the high-watermark for abundant savings with fewer asset bubbles but with increases in risk premia, according to the latest Barclays Equity Gilt study.
Newton Asian Income manager Jason Pidcock discusses his expectations for the region's markets in 2010 with Asset TV's Mark Colegate
Baring Emerging Markets fund manager Paul Wimborne has reduced his weighting in Brazil in favour of the cyclical growth on offer in South Korea.
Emerging markets are making up shortfalls that have resulted from a fall in investment from developed countries
Is now the time to stop buying emerging market and commodity funds and to start taking profits? Why adopt this strategy in the face of a considerable argument in favour of these sectors?
This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following
Charles Stanley's Stephen Peters considers the pros and cons of selecting two very different investment styles and their potential performance