Could overlooking India’s domestic consumption boom be a pricey mistake?
The Indian economy is on track to be the third largest in the world by 2027
Investment
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Monks trust dragged down by growth stocks slide
Trailing FTSE World index for second year in a row
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Dan Kemp: ‘My clients are looking for answers!’
Morningstar’s CIO weighs in on managing clients’ desire for certainty
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What to make of high yield’s time in the sun
There are signs of problems for the asset class
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Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
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Re-examining relative versus absolute returns
Choosing the right comparator is crucial
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Japan: Will it be different this time?
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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Federated Hermes launches first euro-domiciled money market fund
Managed by Gary Skedge and Joanne Bartell
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India poised to replace China as core emerging market allocation
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
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Tyndall’s Wintle reinvests in tech mega-caps
He had fully exited in November 2020
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Lindsell Train trust halts underperformance
Outperformed in FY23 after trailing the MSCI World for two consecutive years
