Russia

Climbed above 14 on Wednesday

Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.

Index rose to 7,460 points before falling back

Brent crude fell 10% last week

Seen a 'robust recovery'

Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Improving geopolitics and falling inflation positive drivers

Commodity-producing nations will benefit

In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.