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.
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.
Mike Della Vedova, manager of the T. Rowe Price European High Yield Bond fund, analyses the asset classes to choose from when investing in a challenging fixed income cycle.
The recent collapse of a €200mn convertible bond issued by Banco Espirito Santo’s parent company rocked the convertibles market. Marc Basselier, manager of AXA Framlington Global Convertibles fund, asks if the fundamentals still stack up.
The trend of slowing dividends from the blue chip income stalwarts is well underway, and Tesco is next in line. The business faces 'significant' cuts to its margins and the dividend may be slashed too, predicts EEA FM's David Urch.
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