Feature

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Trump elected by Main St, not Wall St

Affecting underlying company earnings

Hurt by recent underperformance

Hunt for yield remains

Corporate profits rebounding

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

On the radar of small-cap fund managers

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.

Rallied last year