India

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

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