South Africa

Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.

Managers warn of consequences from fall in lira

With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

'Do not rush in with eyes wide shut'

New investment opportunities

Anti-corruption drive 'absolutely vital' in restoring confidence

Seen bold reforms including demonetisation

Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.

Changing growth model