Indias new budget the constant drip of reform
Kunal Desai, head of Indian equities discusses the implications of Sunday’s budget in India.
India
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Joshua Crabb
Separating what has happened from what could happen is essentially what makes a contrarian investor, explained Joshua Crabb, who last year was lured away from BlackRock to head OMGI’s Asian equities team.
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Alquity launches sustainable Future World Fund
Alquity Investment Management has launched its Future World Fund, with the aim of using its four existing regional products to access growth potential in emerging and frontier markets across Africa, Asia, Latin America, and the Indian Subcontinent.
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Nordea emerging market manager likes India
Fund Selector Asia talks to Jorry Rask Nøddekær, lead portfolio manager of Nordea 1 Emerging Stars Equity Fund about his investment views and strategies on emerging market equities.
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Five of the best EM investment trusts
The days of the all-encompassing generalist emerging markets fund may be over, with investors looking to more country-specific vehicles this time around. But which are the best?
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Pa analysis is India still an investment story
Indian stocks rallied on the news of Prime Minister Narendra Modis election in May, but was the market too positive on the economy?
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Six months in gold India the surprise winners
A look back at the first six months of 2014, reveals some interesting trends and raises a few flags of caution.
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PA ANALYSIS India is it time to buy
Following a positive market rush after elections, India is a wild card depending how investors choose to play it.
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Modi win ramps up bullishness on India
Modis big win in Indias election is ramping up the bullishness on its prospects
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currency the doorway back into Indian equities
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
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Clean energy set for boost as India meets with US
Clean energy could be in for a huge boost after India and the United States met earlier this month to renew talks regarding cooperation on clean energy.
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Schroders Botham India could grow 5pc
Schroders is expecting a modest pickup in Indian growth, reaching 5% this year.
