After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.
Washington-Moscow relations fraught
Increasing competition from EM centres
A number of causes for alarm
Geoffrey Wong, head of emerging markets at UBS Asset Management, looks at the latest developments in three key emerging markets.
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Overheated global economic recovery a risk