17 September 2014
Ewan Thompson, manager of the Neptune Emerging Markets fund, analyses which BRIC economies have started the reform process, and how much further they have to go
01 September 2014
Investors are in desperate need of good news stories. Although the global recovery is still (probably) on track, most investors I talk to express a palpable sense of anxiety.
04 August 2014
The recent tension in Ukraine and the Middle East are likely to drive greater dispersion in emerging market debt, but carry trades are likely to face further setbacks according to Fadi Zaher, head of bonds and currencies at Kleinwort Benson.
17 July 2014
India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.
26 June 2014
Paul Lyons, director in the board advisory team at consultancy firm K2 Intelligence, explains the pitfalls investors must recognise when investing in riskier initial public offerings.
11 June 2014
The result of the Indian election, although positive for the economy, may not be as much of a game changer for investors as some suggest, according to Sophia Whitbread, manager of the Newton Emerging Income fund.
11 June 2014
Economies around the globe need to shore up their fiscal positions now following an improvement in growth rates, and before the next crisis hits home, the World Bank has warned.
27 May 2014
In the aftermath of its recent elections, Laura Dew looks at how managers view India now from an investment perspective.
20 May 2014
Narendra Modi's prime ministerial victory was widely considered priced in to Indian equities. But as investors look forward, Matthews Asia's Sunil Asnani explains what the change of leadership could mean for the future.
19 May 2014
Berenberg Bank’s chief investment officer Stefan Keitel tells Julia Rampen why he has upped cash levels, how he aims to play emerging markets, and why it is too soon to talk of a great rotation.
16 May 2014
Indian stocks have hit a fresh all-time high, with the rupee hitting a 10-month high of its own, as early vote counts in the general election point to a resounding win for the main opposition party, Bharatiya Janata Party.
12 May 2014
Inflation is down and its account deficit is shrinking, but the result of India’s biggest election could offer the greatest boost to confidence, says Prashant Khemka, CIO of emerging markets equity at Goldman Sachs Asset Management.
12 May 2014
Realising India’s full potential presents both major opportunities and serious challenges, perhaps nowhere more so than in agriculture.
15 April 2014
A resounding victory for Narendra Modi next month could boost the investment market – but in the fickle world of Indian politics, nothing is certain. Hardeep Tawakley looks at the possible outcomes.
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.
The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration.
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm
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