Global emerging markets have faced significant headwinds over the last few years, primarily as the result of the slowdown in China and the slump in commodity prices. Is there too much pessimism around emerging markets? Martyn Davies, managing director of emerging markets and Africa at Deloitte Frontier Advisory, answers this question and discusses the coming demand shock for some emerging markets, the relationship between China and Africa, and what needs to happen for emerging markets to divorce themselves from moves in commodities and simple currency fluctuations.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.