The election victory of President Joko Widodo has created an investment opportunity in Indonesia, according to SooHai Lim, manager of the Barings ASEAN Frontiers fund.
India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.
The Big Question: Which small funds are your hidden gems?
India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.
The result of the Indian election, although positive for the economy, may not be as much of a game changer for investors as some suggest, according to Sophia Whitbread, manager of the Newton Emerging Income fund.