As revealed by RWC EMs team
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.
Google stock could rise as much as 25% to $700 per share, managers say, as the tech giant's latest earnings report showed impressive profit growth.