Geoffrey Wong, head of emerging markets at UBS Asset Management, looks at the latest developments in three key emerging markets.
Indian funds struggled
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
'Do not rush in with eyes wide shut'
One equity and one bond fund
Brent Crude hit $64.3 a barrel
Everything else is 'relatively predictable'