As Stock Picker Dubbed British Warren Buffett Winds Up Fund That Wasn’t Doing Well… Should YOU Steer Clear of Emerging Markets Too or is it Time to Buy? (Daily Mail)

Note: A great article. Even if you are not a UK investors, the funds mentioned are worth checking for their investing strategy, country focus and holdings. Also check out our piece: When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate.

  • Matthias Siller, co-manager of Barings Emerging EMEA Opportunities, is excited by South Africa, because of its access to a broad range of metals. Charles Jillings, who runs the Utilico Emerging Markets Trust, has 22 per cent of his fund in Brazil, which is looking cheaper than for some months. Others are excited by India, a favourite of Darius McDermott, managing director at wealth platform Chelsea Financial Services. ‘The demographics are great, and the politics are business friendly,’ he says. READ MORE

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