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
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region
Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China’s strong equity market gains in recent months, investors may be too optimistic on other Asian countries
Can Mexico be given a clean bill of health?
Allianz Global Investors' Kunal Ghosh has warned of an imminent correction in the Indian equity market after a post-election bull run.
Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.
Winners and losers
Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds’ underperformance in recent months, investors must not be swayed by short-term headwinds
We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders is successfully transforming economies and companies in favour of investors.
‘Key man risk’ associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund