Reformist agendas will drive GEMs forward
The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain
JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.
The election victory of President Joko Widodo has created an investment opportunity in Indonesia, according to SooHai Lim, manager of the Barings ASEAN Frontiers fund.
India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.
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