Nordea's Jorry Noddekaer is seeing an increasing number of investment opportunities in private Chinese companies, as the country's new leadership sparks a change in outlook.
Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.
Russia in 2015: An economic slip back to the 1980s?
Emerging markets specialist Somerset Capital is to add an India fund to its suite of products in 2015, to be run by its newest hire.
The gloss has come off the emerging markets' story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.
The ‘exploitable anomalies’ revealed by political uncertainty
The disparate performance of Pacific funds