Indian bond markets continued their post-budget rally as the promise to stick to the fiscal roadmap, as well as the RBI's policy on inflation, has seen a complete turnaround in market sentiment.
Response to demand
Developing regions out of favour for "some time"
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One of the world's fastest growing economies
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend – the burgeoning Asian middle-class consumer – is a secular force that is still only in its early stages, according to T.Rowe Price's...
In response to demand
Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.
Matthews Asia's chief investment officer, Robert Horrocks, discusses the best opportunities for investors seeking growth and income in the region today.
Economy forecast to reach $6bn
The Paris Climate Agreement, struck last month, changes the lens through which governments, companies and investors view the future. Bruce Jenkyn-Jones, head of listed equities at Impax Asset Management, analyses the agreement's impact on investment.
Liontrust AM's Shashank Savla discusses his outlook for the Indian equity market following the latest state elections and as the reform pace slows down.
Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.
Traditional drivers are being increasingly challenged by global headwinds and investors must adapt, writes Gary Greenberg, head of emerging markets at Hermes Investment Management.
Sector expected to grow over next decade
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.
Asian fixed income team headed by Rodriguez
India's equity markets have suffered in recent months as Prime Minister Modi's reformist agenda continues to hit political roadblocks, but could upcoming state elections lead to a breakthrough?
Some managers still remain committed to asset class
After months of capital outflows and uncertainty, the Federal Reserve’s decision to hold rates in September could provide emerging markets with some respite.
Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.
Portfolio will replicate $1.3bn institutional strategy
Can they hold strong through future volatility?