India
Asia
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
07 December 2016
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3 min read
Markets
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
30 November 2016
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11 min read
Asia
One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
31 October 2016
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2 min read
Asia
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
21 October 2016
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2 min read
Asia
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
14 October 2016
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2 min read
Emerging markets
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
10 October 2016
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3 min read
Emerging markets
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
06 October 2016
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3 min read
