As data from China shows growth is already slowing, managers assess the government's response and the implications for investors.
Miners are set to rally ‘strongly' in the second half of 2012, according to Barings' Clive Burstow, as Chinese growth will surprise and beat its annual growth target, boosting investor confidence.
After a volatile start to 2012, equity markets have staged a prolonged rally in recent weeks.
Jerry Devlin, former head of sales at Barings and liquidated firm Castlestone, has joined Macquarie.
Liontrust Asset Management has made Ian Furtado, the former head of sales at EM boutique Occam, redundant, Investment Week understands.
Barings is overhauling its Latin America fund, reducing the number of holdings to focus on long-term positions.
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.