Investec gets behind China growth story

“India is Asia’s dark horse,” he said. “Thirty per cent of the world’s children live in India … It was a spectacular result in the election so that there is now one-party rule. But, at the margin, at the moment, you’d still have to concentrate on China,” he said.

The weak link among the BRICs was Russia, which suffered from, mainly, political problems.

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New Future Fund CIO eyes shifting dynamics in emerging markets

The Future Fund delivered a 14.8 per cent one-year return to June 30, 2026, attributing the return to a combination of exposure to commodities, geographic diversification, an increased focus on active management and low exposure to bonds. Newly minted chief investment officer Richard Brandweiner also highlighted strong performance in emerging markets.  

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