Wealth Manager Profile: Mattioli’s Gibson embraces conviction in Asia Pacific
Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.
India
-
-
Modi’s daring reform move gets little notice
Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.
-
May’s mission to India highlights opportunity for investors
Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.
-
Jupiter’s de Blonay backs resurgent Indian credit cycle
Jupiter’s Guy de Blonay has taken nearly 5% exposure to India across his three portfolios, recognising the superior growth prospects and noting that its credit cycle is “coming back to life”.
-
Policy missteps biggest threat to growth in Asia – Matthews Asia
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
-
GST is a game changer for India – Nikko AM
The goods and services tax is a game changer for India and could propel the country to a new level of growth, according to new analysis on India by Nikko Asset Management.
-
Monsoon season won’t wash away opportunity in India
India’s rise in recent years to become the world’s fastest-growing large economy means that the following may come as a surprise to investors who aren’t familiar with the country: the weather has a profound effect on India’s economy, in numerous ways.
-
Cashless society theme king for Brown Advisory
The cashless society- with Scandinavia taking the lead- is right around the corner. And, it is a theme Brown Advisory believes has a long way to run.
-
MCB Capital Markets launches Mauritius-based India sovereign bond ETF
MCB Capital Markets and ZyFin have launched the CB India Sovereign Bond ETF, providing global investors access to the Indian sovereign bond market.
-
Reliance Capital sets sights on UK DFMs with new Indian-focused UCITS fund
Cohesion Investments has partnered with Indian asset manager Reliance Capital to launch the India Equities Portfolio Fund.
-
India “moving in the right direction” – Mirae
India remains a favourite among emerging markets as political reforms are moving the country in the right direction, according to Mirae Asset Global Investments.
-
Asian price-to-book ratios looks compelling – BlackRock
The price-to-book ratio of companies in Asia excluding Japan and the region’s 40-year market history are combining to indicate now is the right time to invest there, according to BlackRock’s Andrew Swan.
