Disruptive mid-caps the winners in India – Neptune
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.
India
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Emerging markets: Three regions on the radar
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
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India’s rise highlights China’s challenges
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.
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India’s growth momentum lifts equity funds
For funds invested in Indian equities, 2015 is shaping out to be a good year as the country shows that it is able to reward investors with its resilient domestic consumer base.
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Sun Global and ZyFin list first “curry bond” on LSE
Sun Global Investments and ZyFin listed the world’s first Indian fixed income ETF on the London Stock Exchange today.
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India: “Reforms will eventually kick in”
With Indian Prime Minister Modi arriving in the UK today following a recent electoral setback in Bihar, the question for investors is how quickly can he push through much trumpeted reforms.
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FundCalibre urges caution on India despite plus points
The case for investing in India has been well made recently, but warnings on the risks have been scarce.
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Aberdeen carries out double Asian fund launch
Aberdeen Asset Management has launched two Asian bond funds.
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StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
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Rathbones questions India’s ‘Modi magic’
Indian Prime Minister Narendra Modi’s ‘capitulation’ over the effort to bring in some of the much-trumpeted regulatory reforms is reason to question the sustainability of the Indian equities climb, according to Rathbones asset allocation strategist Edward Smith.
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Ashmore founder Booth launches EM boutique
Ashmore Group founder Jerome Booth has launched an emerging markets-focused boutique asset manager.
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An Indian summer in the global equities maelstrom – BlackRock
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
