Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.
'Increasingly important asset class'
Business-friendly proposals
Responding to demand for ethical EM strategy
Commodity-producing nations will benefit
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
Tides change for India and China
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.