Column – Nigel Rendell

Emerging markets are one sector that has, in the main, weathered the recent subprime storm. Investors are cautiously optimistic about the prospects for the rest of the year, but outperformance will be reliant on careful asset selection. Economic fundamentals among major emerging markets remain solid on the whole with growth lingering above long-term averages, though not quite matching last year's heady 7.4% pace. Fiscal and external balances continue as sources of strength.

As the year unfolds it

To continue reading...

You need to sign in to use this feature. If you don’t have a account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: