Time your entry into India, says Ocean Dial
As fund manager sees long-term opportunities in otherwise weak environment
India
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Could an election shake up expensive Indian equities?
Strongman Modi has faced volatile polls ahead of the impending vote
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Can India lure investors back in?
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise
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The changing face of ESG in Asia
On the surface, Asia lags miles behind the west on key ESG issues – but the region is developing fast.
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Blackrock offers India-focused ETF
Index-linked fund will track Indian equity index providing investors with exposure to fast-growing South Asian country in the face of disruption to market access, asset manager says.
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Reforms add shine to Indian equity funds
Government policies have boosted appeal of Indian equities and huge country’s interdependence from global trade risks make it attractive long-term bet, according to Blackrock.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
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Could today’s India outshine yesterday’s China?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
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Indian bonds – a unique opportunity
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
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Generic is the trend for EM equity funds
Emerging market equities have seen strong outflows over the past three and five year-periods. But all of these redemptions can be attributed to regional EM funds.
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Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
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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.