Many investors view emerging market economies as a homogeneous block, when they should be looking for returns at the country level, explains Gordon Fraser.
Developed and emerging market stockmarkets have bounced back, but our five fund experts are mindful that what goes up can also come crashing down.
The leader aspires to make India the world’s third largest economy by 2030.
Conrad Saldanha focuses on the macro backdrop and positive political reforms in his analysis of global emerging markets.
Mexico stands to benefit from the Sino-US trade war and there are clear signs of growing investor confidence in the country, argues John Leiper.
Rapid growth and soaring take-up of e-commerce makes the country a captivating prospect.
While Narendra Modi has won another term, Rukhshad Shroff and Raj Nair look beyond the general election result.
Emerging markets are a heterogeneous grouping of countries with evolving economies, so a broad basket index tracker may be a good fit. Helaine Kang suggests ETF picks.
Since its launch in 2014, the trust has lagged both the emerging market indices and its sector peers.