Equity markets

Liontrust AM's Shashank Savla discusses his outlook for the Indian equity market following the latest state elections and as the reform pace slows down.

Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Oil companies and miners have bounced because they fell so far, so fast

Special Sits outperformed this year

I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?

Book by Lawrence Gosling

Investment Week is due to publish a book, Intelligent Investors, to celebrate its first 20 years shortly.

Recovery from summer sell-off

Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.