'Tougher stance against Iran could improve production'
Boosted by infrastructure spending
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
Tail risks include US election
Price of Brent crude rose to $53.58 a barrel
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.