Fidelity's Anthony Bolton is expecting a slowdown in inflation to boost equity markets in China next year, following a sell-off which has hurt performance in 2011.
Will Landers, manager of the $7bn BGF Latin American fund and $500m BlackRock Latin American investment trust, has said equities in the region are poised for a strong rally if the eurozone crisis is resolved.
Joanna Faith reports on the two overarching trends that make the agribusiness sector an attractive play.
Former Martin Currie European manager Eric Woehrling is preparing to set up an Edinburgh-based equity boutique, with a European long/short fund as its first offering.
The Fidelity South East Asia fund manager warns share prices and currencies are pricing in a crisis scenario despite solid fundamentals.
Janus International has added an Asian equity fund to its Dublin-domiciled fund range, to be managed by recent hire Hiroshi Yoh.
This week's panel discusses the key themes currently affecting global emerging markets
Investors with a high tolerance for risk are looking towards less developed ‘frontier markets' that are excluded from conventional emerging-market indices.
Martin Currie is to launch a global emerging markets fund as it moves the rest of its SICAV range to UCITS IV.