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?
Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms
Demographic change in China set to be biggest in world
Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.
Rahul Gupta, portfolio manager, Matthews Asia
The headwinds and tailwinds for China
Aberdeen's head of global emerging market equities Devan Kaloo has admitted the significant underweight to Chinese equities - as well as an overweight to India - has hurt his flagship GEM fund so far in 2015.
Dhananjay Phadnis, manager of the Fidelity Emerging Asia fund, examines how emerging markets have weathered recent storms and identifies future challenges for these countries.
Madhav Bhatkuly, manager of the GAM Star India Equity fund, explores whether India's aims to slash red tape and install new trading laws across districts will be enough to ensure business productivity remains on track.
Despite the soaring performance of China’s domestic stock markets over the last year, Asia remains the medium-term laggard. Paul Hilsley, manager of the L&G Asian Income trust, explores if forthcoming rate cuts and reforms on investment spending will...
Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals
How can the Fed solve the interest rate conundrum?
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
A new dawn? One year on from Modi's win