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
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
Geopolitics and shifting supply chains are changing the landscape
It will focus on investment opportunities in Indian markets
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
‘In many ways, now should be India’s moment’
Investment picture is complex due to the wide variation in the countries forming the asset class
Net asset value rose 3.9% in the year to 31 December 2022, beating its benchmark
The fund’s market cap continues to drop as its lifecycle comes to an end
Gloomy expectations of how the country would cope with Covid and its aftermath have proved unwarranted
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
Even carving out a resurgent China, some EM economies delivered growth in Q1
Praveen Jagwan gives three reasons why now is the time to invest in India.