Bric

In the latest Conjecture debate, our panellists from Aberdeen Asset Management and Standard & Poor's discussed Global Emerging Markets.

BGF Latin America manager says big overweight in Brazil is driving performance.

Those looking to maximise returns in the first half of the year should have parked their money in Eastern European equity markets such as Hungary and the Czech Republic, according to data from S&P's.

ON SPECIALIST MARKETS

Jim O'Neill, the chairman of Goldman Sachs Asset Management, is eyeing China and Russia as the most attractive BRIC countries while shunning "expensive" India.

Goldman Sachs' BRIC fund was one of the worst affected by yesterday's sharp commodity sell-off, which saw the price of Brent Crude oil fall 10%.

Of all the BRIC countries, the one I find most interesting from an investment perspective is India, and yet it seems to get the least amount of attention, despite a growing number of excellent funds in the country.

Allianz's Michael Konstantinov is reversing the bias towards Russia and energy stocks he introduced in November last year to shift back into China, Brazil and India.

Allianz RCM BRIC Stars manager Michael Konstantinov highlights some of the top picks from his portfolio

Ministers from Brazil, Russia, India and China are calling for stricter regulation of derivative markets as volatile commodity prices pose a threat to financial stability.