J.P. Morgan Asset Management's (JPMAM) Richard Titherington has pointed to the prospect of increased dividend payments from Russian firms as a key driver of performance.
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.
Two of Pictet's emerging markets team, including Russia fund manager Peter Jarvis, have left Pictet Asset Management(PAM), Investment Week can reveal.
Aberdeen's head of emerging market debt expects emerging market currencies to be the key drivers of superior returns from the asset class in 2013.
Investors still face at least two years of uncertainty before a degree of normality returns to markets, according to Jim Stride, head of AXA IM's £13bn Distribution range.
China will be the most attractive emerging market in the next six to 12 months, according to Conrad Saldanha of Neuberger Berman.