India

Impact of recent market correction

Elections and currency woes

Eighth fund for firm

Geopolitical impact on global markets

Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.

The US administration appears to be targeting export-oriented entities out of China.

Based in Hong Kong

Reviewing performance over the past six months

Had initially targeted £100m

Fourth manager to join