Mexican reforms helping

Fund managers have been focusing their global emerging markets portfolio on Latin America and China, according to the latest asset allocation research by Forsyth Partners. The Cazenove Emerging Markets Fund, the Baring Global Emerging Markets Fund, the INVESCO GT Developing Markets Fund, and the INVESCO GT Global Emerging Markets Fund are overweight in Brazil and the GAM Emerging Markets Fund is overweight in Mexico. Christopher Gentley, fund manager of the Cazenove Emerging Markets Fund, says: 'In Brazil, companies have been improving their profitability and valuations remain at low...