EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
Infrastructure
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Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
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Interview with Mark Burridge, managing partner and fund manager at Baker Steel Capital Managers
Will miners be able to meet the historic demand forecasts critical for the green energy transition?
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Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
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Digital 9 shareholders back wind down proposal
99.89% of votes were in favour of closure at a general meeting
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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UK investors to increase exposure to real assets in 2024
67.5% said reducing risk through diversification was their main motivation for the move
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Schroders Capital launches Article 9 energy transition fund
Fund resides under the Schroders Greencoat arm
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BNP Paribas launches Article 9 climate fund
Firm hopes to raise €500-700m (£430-602m) from investors
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Niche Asset Management launches Indonesia fund under Jungle Project
Fund to focus on Indonesian small caps
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Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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Generation next: The future of responsible investing
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
