04 December 2013
Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management’s Hugh Young.
01 November 2013
The Indian stock market hit an all-time high today, beating the last record high reached in 2008.
28 October 2013
American democracy may be a bit rough, but it has not derailed capitalism as we know it.
21 October 2013
Rajendra Nair, co-manager of the J.P.Morgan Indian investment trust, investigates at how India is dealing with its challenges.
06 September 2013
The leaders of the BRICS countries - Brazil, Russia, India, China and South Africa - are planning a $100bn (£65bn) fund to protect against financial shocks.
05 September 2013
Asian stocks jumped today as India installed a new central bank governor with ambitious plans to stabilise the falling rupee and support the banking sector.
02 September 2013
Emerging market managers are looking to India as a buying opportunity after an equity and currency collapse hit some of the leading funds in the sector.
28 August 2013
The Indian rupee has plummeted to a record low as the soaring oil price and internal economic problems continue to derail growth.
22 August 2013
Emerging market currencies hit fresh lows after minutes from the latest Federal Reserve meeting made the prospect of tapering this year all but a certainty.
19 August 2013
Angelos Damaskos, manager of the Junior Gold fund at Sector Investment Managers, says the gold recovery could be just as sharp and significant as its recent fall.
16 August 2013
Stephane Fertat, portfolio specialist for fixed income at T Rowe Price, has revealed the group's global bond funds have cut exposure to a number of emerging market currencies in recent months.
06 August 2013
Asian markets outside Japan fell again as strong growth in the US services sector stoked fears the country will soon begin tapering bond purchases.
05 August 2013
Having sustained GDP growth averaging 8.5% from 2003 to 2008, all sectors in the Indian economy thrived.
09 July 2013
Emerging markets have been one of the biggest beneficiaries of excess liquidity in the market, but the threat of QE tapering in the US, coupled with a slowdown in growth in the BRIC economies in particular, has resulted in the asset class underperforming significantly in the first half of this year.
09 July 2013
Sam Finkelstein, head of macro strategies within the global fixed income team at Goldman Sachs Asset Management, assesses emerging market countries’ vulnerability to capital outflows.
As we head into 2014, fund managers are facing a new world with reduced margins. James Budden, director of distribution at Baillie Gifford, argues it is a sacrifice worth making.
Stuart Edwards, fixed interest fund manager at Invesco Perpetual, considers where we are in the US economic recovery and monetary policy debate, and what this means for the global bond market as we move into 2014.
Bertrand Cliquet, fund manager of the Lazard Global Listed Infrastructure Equity fund, explains his fund’s strategy and where he believes there is value in the sector.
China has made a series of reforms to liberalise the renminbi and could free up its bond market. Ing's Peter Sengelmann explains the implications for investors.
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