Global

ON ASIA

Manish Sonthalia, portfolio manager of the Gemini MOSt India fund, discusses the headwinds affecting the country's investment climate and reveals the positive signs of life.

Having spent a large part of my formative teenage years living in India, I now find myself resident again.

First State Investments' Jonathan Asante bought into Anglo American for the first time in three years ahead of its purchase of 40% of diamond producer De Beers last week.

Mansfield Mok, co-manager of the £812m GAM Star China Equity fund, has begun reversing his stance from defensive to growth as share prices discount a bleak outlook.

POPULATION POWER

ONE TO WATCH

Investec's Jacob Robbins has joined Premier Asset Management as lead manager of the Premier Global Alpha Growth fund.

ON ASIA

The lack of effective political leadership, combined with renewed fears about global growth, resulted in the retreat to perceived ‘safe havens' gathering pace in August.