Newly available information suggests that the recent economic downturn in developed markets - particularly the US - has had the effect of increasing investment in emerging markets. See http://www.ft.com/cms/s/0/1df548e0-ebd1-11dc-9493-0000779fd2ac,noOfParas=2,emailFormat=plainText,storyType=ultralight,dwp_uuid=abb716b0-2f7a-11da-8b51-00000e2511c8,print=no,_i_email=y.html