As data from China shows growth is already slowing, managers assess the government's response and the implications for investors.
Emerging markets managers have tipped Russia to soar ahead of its EM peers in 2012, driven by higher oil prices, weak valuations and Vladimir Putin's economic reforms.
Two of the largest investors in emerging market debt have denied a liquidity crisis is on the horizon despite major outflows and a sell-off in recent weeks.
The battle between investment trusts and OEICs is long standing, but when it comes to cost, one side comes out on top, writes Kyle Caldwell.