India

INDIA

Leading UK think-tank NIESR has warned rising unemployment, which could hit 9% by the end of the year, will do permanent damage to the UK's productive capacity.

ONE TO WATCH

First State Investments' emerging market and Asia Pacific specialist Angus Tulloch tells Kyle Caldwell about the macroeconomic headwinds preventing him from taking a bullish stance on the region.

Commodities investor Jim Rogers is poised to add to his gold position as he anticipates a potential systemic shock, such as eurozone bankruptcy or further Indian tax hikes, may lead to further weakness in the spot price.

OIL

PHYSICAL ETFs

INDIA

Hugh Young is steering clear of opportunities in frontier markets over fears of a repeat of the collapse seen in Vietnam in 2009.

BOUTIQUE FOCUS