India

With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.

Regime change less of a threat

Subscription shares issued in 2014

India's economy has been running on the equivalent of Windows 98, making for slow, inefficient bureaucracy and disincentives to trade and investment.

"Sluggish" Modi faces continued criticism

Indian bond markets continued their post-budget rally as the promise to stick to the fiscal roadmap, as well as the RBI's policy on inflation, has seen a complete turnaround in market sentiment.

Response to demand

Developing regions out of favour for "some time"

In partnership with Cohesion

One of the world's fastest growing economies