A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
Stalling growth in China is fuelling concerns of a negative impact on the global economy.
Wednesdays average earnings numbers are expected to show 2% growth, which could finally mean an end to the erosion of purchasing wage power.
The country has overcome its difficulties of recent years to become the poster child of austerity, in the view of Michael Barakos, CIO at JPMAM.
In the global equity sector, technology and health stand out offering attractive opportunities, according to Swiss & Global and its parent GAM.
New survey highlights big differences in inflation fears across countries.
Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.
A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.
The copper market was largely balanced in 2013, despite global mine production rising by 8%, its fastest pace in over a decade, said Thomson Reuters GFMS.
Threadneedle Investments has halved its equity overweight in the last week, shifting approximately $1bn back into cash amid concerns over China and reservation over the asset class.
Peripheral Europe needs to raise its game against Germany if it is to prosper, while disparate inflation rates are a necessary part of the eurozones very painful adjustment process, according to Arbuthnots Ruth Lea.
