For quite some time, India has languished as the poor relation to China in the minds of UK investors.
The S&P 500 hit a low of 677 on 9 March 2009 but has since recovered strongly.
City Financial fund manager uses 25 years' experience of fixed income markets to put Strategic Gilt vehicle top of the IMA UK Gilt sector
As 2009 has progressed, I have become increasingly confident about the positive direction of European equity markets.
One step forward, half a step back. This is how we anticipate the rhythm the UK economy will be into 2010.
What started as a valuation-driven rebound following the excessive de-rating of Asian equities in late 2008 has generated additional momentum on the back of more compelling evidence of an economic turnaround.
Manager's wealth of EM experience has put £104m Jupiter China ahead of its peers
The UK economy shrank by more than expected in the second quarter of 2009, figures reveal.
From where we sit at the half-way point of the year, it seems that to advocate an argument on whether the market is bullish or bearish is as finely balanced as it has been for a long time.
For an investment manager, rising equity markets are most welcome.