India
Emerging markets
Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.
27 October 2014
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Investment
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
27 October 2014
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2 min read
Emerging markets
The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain
07 October 2014
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4 min read
Emerging markets
JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.
06 October 2014
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