This is despite the strong performance of several EM stock markets this year, as Goldman Sachs's ‘Next 11’ index shows.
The chairman of Goldman Sachs Asset Management and creator of the Bric theme, Jim O’Neill, discusses changing investors' mindset regarding safe-haven assets and accessing emerging markets.
JP Morgan Asset Management's Richard Titherington discusses why Brazil and Russia are attractive and why their price-to-earnings and price-to-book ratios are lower than in China and India.
Asia's financial institutions should take advantage of an unusually open playing field, says Tony Tan of Singapore's Government Investment Corporation.
According to the new BRICycle, India offers the greatest long-run promise while China has the best prospects for a consumption boom.