Outlook 2013: What next for China and other EMs?

After a year of debate on a hard versus soft landing in China, leading investors in emerging market equities give their outlooks for 2013 as it appears China's economy has settled into a slower pace of growth.

Mark Burgess, CIO at Threadneedle "The news from China shows signs the economic slowdown has bottomed, a clear plus for equity markets and risk assets generally as the emerging world remains the primary motor of global economic growth. "The latest official PMIs (Purchasing Managers' Indices) in China have been above the crucial 50 level (the level that separates expansion from contraction), and the recent destocking phase appears to be largely over. In addition, the leadership transition is now in progress and some further policy stimulus could be on the cards for 2013." Charlie...