How to revive fortunes in the high street
Performance hinges on Modi re-election, experts argue
Largest democratic exercise ever taken
Polls kick off on 11 April
Rural India 'critical' to election results
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
Top foreign sectors to look out for over the year
Next year's general election set to dominate market discussion
Positions EMs outlook for next 12 months
'Hungry investors' coming back in
Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
Stewart Investors among casualties in latest reshuffle
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