The market reaction to the Ukraine crisis seems complacent
Indian stocks have hit a fresh all-time high, with the rupee hitting a 10-month high of its own, as early vote counts in the general election point to a resounding win for the main opposition party, Bharatiya Janata Party.
Psigma's Tom Becket believes this year's Indian elections could be a new dawn for the troubled country, saying its current situation "cannot get any worse".
Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management's Hugh Young.