Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.
U-turns on tax credit cuts
Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.
Asian equity managers are remaining optimistic on the outlook for China, dismissing investor concerns the country is heading towards a hard landing, despite third quarter GDP growth being the weakest since the financial crisis.
Transitioning to consumer-led economy
Faster-than-expected economic recovery