Mark Mobius, executive chairman of Templeton Emerging Markets Group, examines the relationship between the EM giants and frontier markets.
Nitesh Shah, research analyst at ETF Securities, says while the price of gold has dipped recently, other precious metals could provide investors with a good return as economic conditions improve.
Mark Hargraves, senior portfolio manager at AXA Framlington (an expertise of AXA Investment Managers), reminds investors that corporate profitability, where Europe scores highly, drives equity returns, not GDP growth.