India
Emerging markets
The gloss has come off the emerging markets' story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.
27 November 2014
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2 min read
Emerging markets
The ‘exploitable anomalies’ revealed by political uncertainty
26 November 2014
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4 min read
Emerging markets
Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.
27 October 2014
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Investment
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
27 October 2014
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2 min read
