Everything else is 'relatively predictable'
Number of factors to watch for
More risky than political problems
Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Which currencies should EMD investors hold in their portfolios?
Both agree urbanisation to provide significant boost
Investors waiting on sidelines
Risk scenarios vary from country to country
China and the Czech Republic well placed
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Recently hired former M&G CEO McLintock
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
MSCI reviewing index constituents
Global Emerging Markets Breakfast Briefing
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Retains popularity among electorate
Five years of repair and recovery
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Stabilisation in India and China
AUM steadily rising