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”.
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”.
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.
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.
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.
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 and ZyFin have launched the CB India Sovereign Bond ETF, providing global investors access to the Indian sovereign bond market.
Cohesion Investments has partnered with Indian asset manager Reliance Capital to launch the India Equities Portfolio Fund.
India remains a favourite among emerging markets as political reforms are moving the country in the right direction, according to Mirae Asset Global Investments.
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.
Mid-cap companies will be the drivers of economic growth in India through their disruptive business models, according to Kunal Desai, manager of the Neptune India Fund.
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
India overtook China as the world’s fastest growing major economy on Monday, leading some asset allocators to suggest it might be time to put China allocations on hold and opt for India instead.