Many countries did not reflate alongside China
Decision expected 20 June
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Manager of two funds
China becoming a 'normal stockmarket'
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
Latin America and Caribbean at risk
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
Popular following GFC
Trade war remains a risk
Improvement in corporate cashflows and industrials
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.
A number of causes for alarm
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
Brazil on a 'recovery path'
Edward Lam, lead manager of the Somerset Emerging Markets Dividend Growth fund, takes a closer look at whether EMs can keep up their impressive run.
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Emerging and frontier market equities saw strong performance in 2017
Structural growth in region
There were several credit rating changes in February that were significant for emerging markets (EM).
Both countries seeing improving sentiment
'Do not rush in with eyes wide shut'