A number of emerging market countries have already started implementing significant reforms which could spur economic growth, according to Templeton's Mark Mobius.
Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.
Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.
'Investors must still beware Asia’s corporate pitfalls'
The disparate performance of Pacific funds
As China's economy continues to slow, the World Bank has warned Vietnam and South Korea could snap up more of China's share of the global export market. Annabelle Williams reports.
Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.
J.P. Morgan Asset Management's (JPMAM) Richard Titherington has pointed to the prospect of increased dividend payments from Russian firms as a key driver of performance.
Japanese equities have led Asian markets higher as news of a nuclear test by North Korea failed to significantly dampen optimism after a three-day break.