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.
Highlights India and Indonesia
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
Regime change less of a threat
Subscription shares issued in 2014
India's economy has been running on the equivalent of Windows 98, making for slow, inefficient bureaucracy and disincentives to trade and investment.
"Sluggish" Modi faces continued criticism
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"