Global Emerging Markets

Market had volatile start to the year

While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.

Former GARS managers detail performance in 2015

The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.

Sell becomes director of investment process

Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.

EM fund launches today

Buys into Latin American fund

Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.

Will close on 14 January