Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.
Many analysts use sovereign ratings as a proxy for country risk, despite the fact they are two distinct risk types, say Marcel Heinrichs and Ivelina Stanoeva at S&P Capital IQ.
The management team of Indian equity specialist Ocean Dial Group (ODG) have agreed to buy out the business from its parent company Caledonia Investments.
Some of the largest funds in the IMA Global Emerging Markets and Asia Pacific ex Japan sectors have significantly increased exposure to Indian equities over 12 months to the end of January.
Nicholas Brooks, head of research at ETF Securities, said investors may only be mid-stage in a bull market for commodities.