Elections bring uncertainty but investors must stay hopeful
Investors must pay less attention to immediate politics and instead focus on long-term climate policies
India
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
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Liontrust’s Thompson: Why India is a ‘shining light’ in emerging markets
The fund manager is positive on India over the next decade
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HANetf to launch India internet and e-commerce ETF
Will launch in partnership with EMQQ Global
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MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
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From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
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Chikara’s Mehra and Draycott: India’s housing market returns to solid foundations
Why we are less than halfway through a decadal upturn for Indian residential property
