India

Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.

Portfolio will replicate $1.3bn institutional strategy

Can they hold strong through future volatility?

Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms

Demographic change in China set to be biggest in world

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

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.