Mark Mobius believes emerging markets will grow at 6% this year and explains why derivatives, money supply and sovereign risk are the biggest threats to the world's burgeoning economies.
Mobius, the executive chairman of Templeton Asset Management, says while GEM equities are not cheap, they are still only priced in the mid-range when viewed historically.
Mobius on the outlook for emerging markets
A 'sensible' Budget
Hiding in plain sight
Chancellor Philip Hammond addressed MPs on 22 November
Active management at passive costs
Introduction to group risk – Part 6