India

Emerging market equities rose strongly over the third quarter of 2009 and have now more than doubled from the low point seen in October 2008. Indeed, the last six months have seen the asset class deliver the best returns on record.

Equity markets around the world have continued to rally, fuelled by liquidity and some signs of improving economic data.

At a recent Schroders conference, it became clear to me that both clients and fellow investors were drawing the conclusion that my team reached some time ago: all roads now lead to emerging markets.

The new energy sector continues to benefit from government-mandated growth targets which aim to combat climate change and promote energy security.

Fidelity South East Asia manager Allan Liu shares his thoughts on Asian markets rebounding strongly in 2009

Baring Asset Management has appointed Kommera Chakradhar Reddy as head of India equities, with a view to launching further funds in the region.

Since March this year the Asia Pacific markets have rallied strongly, as investors anticipated that loose monetary policy and government stimulus packages would be enough to trigger a recovery.

Investors are continuing to look East for current equity opportunities, with a number of Asia-focused funds among the top sellers on Fidelity FundsNetwork in July.

We believe there is a strong strategic case for choosing to invest in commodities. Over the next 15-20 years, we expect demand for the world's natural resources to grow at a rapid pace.

FTSE Group has partnered with India's stock exchange MCX-SX in order to offer a broad range of domestic and international indices to the Indian market.