Feature

Recovery driven by reflation trade

World's third-largest economy

Seen bold reforms including demonetisation

Seen a 'robust recovery'

Hard data lagging soft indicators

Testing environment

'UK elections offer little scope for a shock'

It may seem strange to consider emerging markets a potential safe haven, but arguably that is now the view of many of those looking to mitigate the political uncertainties in Europe and the US.

Improvements in AI are pushing the boundaries

There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.