Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.
Improvements in Western relations and currency
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, explains how conventional market cap indices often leave bond investors exposed to the countries and companies that are borrowing the most.
Ten funds producing red hot returns in 2015
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals
How can the Fed solve the interest rate conundrum?
Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.