IA China the worst performing sector in ‘damp squib’ August
Property sector woes impacting performance
India
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AssetCo granted FCA approval for Ocean Dial acquisition
Deal for the £145.7m India Capital Growth Fund manager still requires consent from Indian regulators
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Abrdn New India assets slide 8% despite avoiding Adani
Growth stocks sell-off weighed on performance
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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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Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
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Indian asset manager opens London office
It will focus on investment opportunities in Indian markets
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment’
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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India Capital Growth profits from financials overweight
Net asset value rose 3.9% in the year to 31 December 2022, beating its benchmark
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Feet exits five holdings as liquidation approaches
The fund’s market cap continues to drop as its lifecycle comes to an end
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India offers investors upside surprise but it does come at a premium
Gloomy expectations of how the country would cope with Covid and its aftermath have proved unwarranted
