Modi has built 'solid foundations'
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
QuotedData monthly roundup
Focus on quality stocks
Kunal Desai, manager of the Neptune India Fund, comments on the strength of India's latest GDP figures.
Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.
Tides change for India and China
Increased US-China tension
What will be Trump impact?
The Indian consumption market is like no other and offers a number of opportunities for investors, writes Rahul Chadha, co-CIO of Mirae Asset Global Investors (Hong Kong).
Among all the declarations voiced by US President Donald Trump, his position on environmental issues is one which has led many around the planet to worry.
Kunal Desai, Head of Indian Equities, Neptune
Increased 2017 US growth forecast to 2.3%
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
'Pricing episodes give us value'
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
Mirrors existing mandate
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.