JP Morgan: European government bonds outperform US in 2024
Last year was ‘another impressive year’ for risk assets
India
-
-
Amundi launches India Bond fund with SBI FM
Fund to focus on Indian local debt and money market securities
-
What does the Indian election result mean for investors?
Weaker than expected result for the Modi-led BJP sent Indian equity markets into a brief spin, writes Christian Mayes
-
Three factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
-
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
-
Free-trade agreement between India and EFTA nears reality
The European Free Trade Association (EFTA) is coming close to finalising a free-trade deal with India, according to multiple sources. Made up of Iceland, Liechtenstein, Norway and Switzerland, EFTA is set to sign a deal that may see it invest up to $100bn (€93bn) into India. Such a move, wrote euronews, would be unprecedented in…
-
The Asian century: Asia’s rise on the global stage
Viewed as a niche area, some investors dismiss it as being more trouble than it’s worth
-
How did world’s biggest vaccine producer fall so badly behind?
If rollout does not speed up, the knock-on effect will have widespread global repercussions
-
Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
-
Is it finally the era of Asian dominance?
The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
-
Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
-
Is India an investment antidote to the coronavirus?
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?