24 February 2014
With a new central bank head and a credible monetary policy, India’s macro risks are receding, according to Matt Linsey, manager of GAM Star North of South EM Equity fund.
21 February 2014
Psigma's Tom Becket believes this year's Indian elections could be a new dawn for the troubled country, saying its current situation "cannot get any worse".
03 February 2014
As Ardevora Asset Management moves from start-up phase to a new era with a solid track record, William Pattisson tells Ruth Gillbe how behavioural finance influences his investment style; what the regulatory environment is like for small businesses, and how the boutique plans to grow its AUM.
03 February 2014
Annabelle Williams asks if the newly grouped MINT economies of Mexico, Indonesia, Nigeria, and Turkey could be the next emerging markets to back.
04 December 2013
Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management’s Hugh Young.
01 November 2013
The Indian stock market hit an all-time high today, beating the last record high reached in 2008.
28 October 2013
American democracy may be a bit rough, but it has not derailed capitalism as we know it.
21 October 2013
Rajendra Nair, co-manager of the J.P.Morgan Indian investment trust, investigates at how India is dealing with its challenges.
06 September 2013
The leaders of the BRICS countries - Brazil, Russia, India, China and South Africa - are planning a $100bn (£65bn) fund to protect against financial shocks.
05 September 2013
Asian stocks jumped today as India installed a new central bank governor with ambitious plans to stabilise the falling rupee and support the banking sector.
02 September 2013
Emerging market managers are looking to India as a buying opportunity after an equity and currency collapse hit some of the leading funds in the sector.
28 August 2013
The Indian rupee has plummeted to a record low as the soaring oil price and internal economic problems continue to derail growth.
22 August 2013
Emerging market currencies hit fresh lows after minutes from the latest Federal Reserve meeting made the prospect of tapering this year all but a certainty.
19 August 2013
Angelos Damaskos, manager of the Junior Gold fund at Sector Investment Managers, says the gold recovery could be just as sharp and significant as its recent fall.
16 August 2013
Stephane Fertat, portfolio specialist for fixed income at T Rowe Price, has revealed the group's global bond funds have cut exposure to a number of emerging market currencies in recent months.
Japan has rising taxes, an energy shortfall, and tensions with China to resolve in 2014, says Charlotte Watson, chief investment officer of Attivo Investment Management.
Investors buying passives risk missing out on active funds that deliver real total returns well above what trackers can deliver, Jonathan Willcocks, M&G's global head of retail sales, argues.
Investment Management Association (IMA) chief executive Daniel Godfrey says we should "interrogate quite hard" the assertion that the price of fund management has dropped elsewhere in the world, but not in the UK.
The recent efforts of Turkey's central bank remain deeply unconvincing while Chinese and Russian markets are stuffed full of state-owned enterprises. But there are bright spots for EM investors, argues Baillie Gifford's Tim Campbell.
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