A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Presidential impeachment verdict expected in August
'Short-term pain for long-term gain'
Started to add exposure to EMs
Will now face trial for hiding budget deficit
Profitability will return
Monitoring developments in other oil-exporting nations
Sell becomes director of investment process
The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...