Global

CURRENCIES

Of all the BRIC countries, the one I find most interesting from an investment perspective is India, and yet it seems to get the least amount of attention, despite a growing number of excellent funds in the country.

The reaction of the major financial markets to the death of Osama Bin Laden shows the disparity between those who look forward and those who look back.

Sarasin's Whitehead tips Monetary Policy Committee to hike rates in May as inflation soars, providing potential boost to dividend-focused equities

Asia-based boutique Atlantis Investment Management has made its $41m Asian fund accessible to UK and European investors with the addition of sterling and euro share classes.

China's property bubble is set to burst this year, triggering a 30% fall in values, Aberdeen's Hugh Young said, echoing last week's warning from Anthony Bolton the sector is overheating.

SIX KEY MACRO THEMES

Institutional investors drive growing popularity of diverse IMA Global sector as peer group sees raft of fund launches

ON ASIA

Allianz RCM BRIC Stars manager Michael Konstantinov highlights some of the top picks from his portfolio