India
Indian equities: Three views moving into 2016
Are Indian equities expected to outperform in 2016 compared to 2015?
Emerging Markets | 16 Dec 15
India’s growth momentum lifts equity funds
For funds invested in Indian equities, 2015 is shaping out to be a good year as the country shows that it is able to reward investors with its resilient domestic consumer base.
Investment | 30 Nov 15
India seen likely to roll out infrastructure projects
State-owned Indian companies, which produce materials for road and highway construction, will likely issue more rupee bonds to fund infrastructure projects, said Ajay Marwaha, Sun Global Investment’s director of investments.
Emerging Markets | 13 Nov 15
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
Investment | 11 Nov 15
India in the spotlight
Samir Mehta, manager of JO Hambro’s Asia ex-Japan Fund, gives his observations from a recent research trip to India, a market which is a large overweight in his portfolio.