Pictet Asset Management's senior investment manager Prashant Kothari shares his findings from a two-week trip to India, where he visited factories, met senior company executives and spoke to policymakers and business leaders.
The outcome of the Indian elections have been lauded in some quarters, but Sunil Asnani, portfolio manager at Matthews Asia says investors need a reality check of the situation.
Steven O'Hanlon, head of Fixed Income at ACPI Investment Managers comments on what the Indian election result means for investors as BJP win's a landslide victory.
Prashant Khemka, CIO emerging markets and fundamental equity at Goldman Sachs Asset Management assesses the impact of the Indian elections.
The Ashmore Group has introduced three new Sicavs to its Luxembourg Sicav range in order to give European investors easier access to a number of emerging markets.
Swedish asset manager Simplicity has reported that its Global Corporate Bond fund sold out of three Russian names - Lukoil, Rosneft and Vimpelcom - in the past month as a direct result of rising geopolitical tensions across Europe.
Jan Dehn, head of Research at Ashmore, discusses why positive noises from the IMF bodes well for early disbursement of emergency funding, the default of China's Chaori Solar Energy and the Romanian rapid growth rate.
Ashburton's Asian Equities Specialist, Jonathan Schiessl, discusses interest rates in India, reform in China and expectations for Asian equities next year.
India’s economic prospects may seem decidedly gloomy but Jonathan Schiessl, Ashburton’s Asian Equities specialist, argues that there are great opportunities for investors prepared to dig deeper and look beyond the headlines.