When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Economies under Trump's 'radar'
MSCI reviewing index constituents
Investing in the region over four decades
Recovery driven by reflation trade
Seen bold reforms including demonetisation
Global Emerging Markets Breakfast Briefing
EM trusts should be given a 'fair hearing'