Emerging markets
Emerging markets
The pro-business reforms implemented by India's prime minister Narendra Modi are making state-owned companies look attractive for investors, according to Somerset Capital's Dhawal Mehta.
19 February 2015
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Investment
Jason Pidcock, manager of the Newton Asian Income fund, takes a closer look at the changing face of the Asian equity income sector and which stocks are proving attractive investment cases.
17 February 2015
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5 min read
Emerging markets
China fund managers are preparing for ‘controversial' changes to the benchmark index, which could also prompt adjustments to Investment Association definitions.
16 February 2015
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3 min read
Emerging markets
With interest in Asian equity funds having dwindled in recent months as concerns over emerging markets escalate, Premier Asset Management's Simon Evan-Cook outlines the portfolios he still backs in the region.
12 February 2015
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2 min read
Emerging markets
Considering emerging markets as a single asset class is a mistake and investors must move towards a more granular analysis of risks and opportunities, just as they do with developed markets, explains John Ventre (pictured), head of multi-manager at Old...
10 February 2015
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3 min read
Investment
Haiyan Li-Labbé, greater China analyst at Carmignac Gestion, highlights the many drivers that could eradicate the differences in price between local and overseas-listed Chinese companies in 2015
10 February 2015
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4 min read
Investment
Commodity markets have divided African nations in to two blocks; the importers and the exporters.
09 February 2015
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2 min read
Economics
Fidelity's South East Asia fund manager Allan Liu is to retire later this year after 27 years of running active funds.
03 February 2015
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Emerging markets
Aberdeen Asset Management's CEO Martin Gilbert has dismissed the option of re-opening the group's soft-closed emerging market equity products, despite continuing outflows from the funds.
03 February 2015
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