Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
Taking an index agnostic approach to investing in emerging markets can be much more profitable over time than simply focusing on the index.
What we can learn from this South African boutique
Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals
Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds' underperformance in recent months, investors must not be swayed by short-term headwinds
The gloss has come off the emerging markets' story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.