India

Rahul Gupta, portfolio manager, Matthews Asia

The headwinds and tailwinds for China

Aberdeen's head of global emerging market equities Devan Kaloo has admitted the significant underweight to Chinese equities - as well as an overweight to India - has hurt his flagship GEM fund so far in 2015.

Dhananjay Phadnis, manager of the Fidelity Emerging Asia fund, examines how emerging markets have weathered recent storms and identifies future challenges for these countries.

Madhav Bhatkuly, manager of the GAM Star India Equity fund, explores whether India's aims to slash red tape and install new trading laws across districts will be enough to ensure business productivity remains on track.

Despite the soaring performance of China's domestic stock markets over the last year, Asia remains the medium-term laggard. Paul Hilsley, manager of the L&G Asian Income trust, explores if forthcoming rate cuts and reforms on investment spending will...

Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals

How can the Fed solve the interest rate conundrum?

Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels