The manager of the £199m M&G Global Emerging Markets fund has taken an underweight stance to China in the view valuations are more attractive in other Asian countries.
Companies with exposure to Bric markets still have good long-term growth prospects despite fears the bloc is overheating, says F&C's Michael Ulrich.
Franklin Templeton's Mark Mobius has been buying into BRIC stocks in the past month on the belief the current share slump is only a correction in a bull market.
The economic monopoly enjoyed for so long by the US is set to come to an end, with Bric countries moving in to replace it, Robin Geffen says.
Allianz Global Investors is to launch a Brazil fund, the UK's first actively-managed onshore Oeic focused on the country.
Why are investment managers moving away from benchmark investing? It is increasingly unnecessary in a world of absolute returns, writes Legg Mason's Christopher Zuehlsdorff.
Allianz RCM's Michael Konstantinov has closed energy and commodity underweights as a result of rising prices.
Chinese money supply and loan growth - at over 30% - is out of control.