The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
India
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Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
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Time to look east: Why now is the time to invest in India
Praveen Jagwan gives three reasons why now is the time to invest in India.
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What DFMs should consider before jumping on the Asian equities bandwagon
Asia funds rake in £146m in August making it the only region not facing net outflows
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Could an election shake up expensive Indian equities?
Strongman Modi has faced volatile polls ahead of the impending vote
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Modi: not out?
Investing in India over the past 18 months has been somewhat turbulent.
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Asia on top: The five best funds of November
Emerging markets make a comeback but fail to take the top spot
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Darius McDermott: Time to reconsider India?
Bleak emerging market sentiment has hit Indian equity valuations
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Can India lure investors back in?
Prime Minister Narendra Modi says India is an ‘elephant that’s starting to run’
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The worst performing funds of Q1
The first quarter of 2018 saw markets stumble after a positive run in 2017. While economic data was largely positive, Italy delivered an inconclusive election result, the US Fed saw a change in chair, and Donald Trump took the first steps towards a trade war. Portfolio Adviser looked at three-month data from FE Analytics to…
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Reforms add shine to Indian equities
Government policies have boosted the appeal of Indian equities and the country’s interdependence from global trade risks makes it an attractive long-term bet, according to Blackrock.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
