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
Asia funds rake in £146m in August making it the only region not facing net outflows
Strongman Modi has faced volatile polls ahead of the impending vote
Investing in India over the past 18 months has been somewhat turbulent.
Emerging markets make a comeback but fail to take the top spot
Bleak emerging market sentiment has hit Indian equity valuations
Prime Minister Narendra Modi says India is an ‘elephant that’s starting to run’
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…
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.
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.
In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.
The Stewart Investors Indian Subcontinent Fund has reopened to investors for the first time in five years today (Friday).
Consumers in the UK and globally will seek out bargains on Black Friday, but what about the investment world? Portfolio Adviser looks at the views of seven managers and areas in the market that they see as undervalued.