Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.
Jason Hsu, co-founder of Research Affiliates, explores how investors can determine the most important performance and risk factors when putting together a portfolio, and ensure they have the most significance
Nick Price, portfolio manager of the Fidelity Japanese Values trust, explores the key changes being made by Japanese corporates.
The papers called Beijing's surprise devaluation an "escalation of currency wars", with some stating the move was "best seen as a distress signal from Beijing".
Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.
Renewed fears over China's slowdown have hit Japanese equity markets just as the country's reform programme comes under pressure, Hardeep Tawakley reports.
Can they hold strong through future volatility?