India

Emerging markets

Russia in 2015: An economic slip back to the 1980s?

Russia in 2015: An economic slip back to the 1980s?

clock 02 December 2014 • 3 min read

Emerging markets

Somerset Capital to unveil India fund for new recruit

Emerging markets specialist Somerset Capital is to add an India fund to its suite of products in 2015, to be run by its newest hire.

clock 01 December 2014 •

Emerging markets

Where should investors have structural overweights in EMs?

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.

clock 27 November 2014 • 2 min read

Emerging markets

The 'exploitable anomalies' revealed by political uncertainty

The ‘exploitable anomalies’ revealed by political uncertainty

clock 26 November 2014 • 4 min read

Emerging markets

The disparate performance of Pacific funds

The disparate performance of Pacific funds

clock 24 November 2014 • 3 min read

Emerging markets

Can Modi's momentum continue?

Can Modi’s momentum continue?

clock 17 November 2014 •

Emerging markets

Sri Lanka's new beginning

Sri Lanka’s new beginning

clock 03 November 2014 •

Emerging markets

A new crossroads in Asia

A new crossroads in Asia

clock 30 October 2014 •

Emerging markets

Have EM profits have reached their trough?

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.

clock 27 October 2014 •

Investment

Why China's growth forecasts should be nudged lower

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.

clock 27 October 2014 • 2 min read
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