India
Investment
‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund
25 March 2015
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2 min read
Industry Voice
Kunal Desai, head of Indian equities at Neptune, discusses his expectations for the Indian market and highlights the key indicators he is watching for 2015
18 March 2015
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1 min read
Equities
Martin Currie's Andy Graham has warned that Indian assets have been overbought, adding an expected increase in profits is unlikely to filter through to investors in the near future.
03 March 2015
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Investment
Xavier Hovasse, manager of Carmignac's Emerging Discovery fund, takes a closer look at opportunities for investors in China and India.
27 February 2015
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2 min read
Emerging markets
The pro-business reforms implemented by India's prime minister Narendra Modi are making state-owned companies look attractive for investors, according to Somerset Capital's Dhawal Mehta.
19 February 2015
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Economics
Fidelity's South East Asia fund manager Allan Liu is to retire later this year after 27 years of running active funds.
03 February 2015
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