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.
It wasn’t just Donald Trump celebrating a key milestone this week, as it also marked the one-year anniversary of Narendra Modi’s radical demonetisation process in India.
The ex-CIO and lead portfolio manager of Goldman Sachs Asset Management’s (GSAM) Indian Equity Fund is launching a Ucits-compliant fund for UK and European clients.
There are more emerging economies than developed markets in Candriam’s latest list of investable ESG-friendly countries.
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
India’s Nifty 50 index has been steadily climbing this year, hitting an all-time high of 9,675 earlier this month, but can it breach the 10,000 barrier?
Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump’s inaction.
Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.
Top-performing emerging market fund manager Gary Greenberg is banking on a “return to normality” in developing markets.
While China and India are not the only countries in Asia changing their economic make-up, they are without doubt the largest – but is their influence on the rest of the region disproportionately large?
