Avoids countries with existing difficulties
A useful guide for companies on setting up camp here
Opportunities in EMs such as Indonesia and Myanmar
'Train is not going off the tracks'
Why the time has come for smaller countries to shine
Can China recover from its slowdown?
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Familiarity matters at times of volatility, manager argues
How history can provide answers to today's tariff stand-off
Fund to be renamed the Prusik Asia Emerging Opps fund
ASEAN countries proving largest beneficiaries
Investment Conundrums: Hermes IM's Murray on why emerging market assets will fare best in a 'nasty' recession
US markets still not without dangers
The hotspots to look out for
Far Eastern nation could pick up where other EMs could falter, manager argues
Finding opportunities in less well-known markets
Expectant of emerging market contagion
Established free trade agreements
MSCI reviewing index constituents
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
While the MSCI Frontier Markets index formally classifies some 23 countries as 'frontier' markets, there are actually around 160 countries that do not feature in developed or emerging market indices which could be considered frontier.
Woodford Patient Capital among losers
Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.
With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.