Several sectors 'subsumed' by tech growth
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
'LatAm was the standout performer'
Brad Tank, CIO of fixed income at Neuberger Berman, asks whether the political trouble in Venezuela will hurt emerging market growth for years to come.
Strengthening Europe and LatAm capabilities
Alongside head of EMs Newman
'Increasingly important asset class'
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.