Brazil, Russia, India and China – the so-called BRIC countries – cover about 25% of the world's land area, and are home to about 40% of the world's population. Over the past year, their stock markets have also been outperforming those in developed nations. So where might investors want to place their bets in the year ahead?

On this week's Biz Clinic Andrew Stevens gets advice from a man who's had his eye on emerging markets for more than 40 years - Mark Mobius.