Emerging markets are making up shortfalls that have resulted from a fall in investment from developed countries
The UK's debt problems could be on a par with those facing Greece and Portugal, according to a former IMF economist.
Is now the time to stop buying emerging market and commodity funds and to start taking profits? Why adopt this strategy in the face of a considerable argument in favour of these sectors?
This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following
Last year was a stellar year for emerging equity markets.
Strong returns from emerging markets prompt surge of investment into funds connected with less developed countries
Japan's economy was one of the first to officially leave the recession and is now expected to grow faster than other developed nations, according to IMF forecasts.
The latest forecasts from the IMF suggest global growth will be negative in 2009 with the UK economy expected to be among the worst performers of the developed nations.
Japan's economy expanded 0.9% in the second quarter compared to the previous one, lifting hopes that it may be recovering after four quarters of contraction.
Emerging market currencies have rallied strongly after a rough opening to the year. Globalisation, the structural driver for the asset class, continues.