India

A new dawn? One year on from Modi's win

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region

Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China's strong equity market gains in recent months, investors may be too optimistic on other Asian countries

Can Mexico be given a clean bill of health?

Allianz Global Investors' Kunal Ghosh has warned of an imminent correction in the Indian equity market after a post-election bull run.

Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.

Winners and losers

Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds' underperformance in recent months, investors must not be swayed by short-term headwinds

We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders is successfully transforming economies and companies in favour of investors.