Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election
Author: Cherry Reynard
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A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
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Advisers face avalanche of ESG questions from clients
Nearly 70% have been asked about responsible investing in the last six months
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India economy ‘on the mend’ says JP Morgan’s Rukhshad Shroff
Short-term volatility ahead, but long-term trend will see transformed consumption patterns
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Topping up on favoured holdings for India ‘grandaddy’ fund
India has the best and worst companies, says Adrian Lim, Aberdeen Standard Investment director
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First State cuts exposure to Indian small and mid-cap stocks
High level of cash in the portfolio, says manager of its Indian subcontinent fund
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India market resilient amid global turmoil, says Matthews Asia
The weakness in emerging markets in 2018 was bettered by India, says Matthews Asia’s Sunil Asnani
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Not the end of the world if Modi exits, says Pictet’s Sanjeevi
‘High conviction’ Pictet Indian Equities Fund is currently overweight in financials and technology
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Far reaching government reforms boost India’s companies
New bankruptcy law in India is one key governmental reform which is helping the economy
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Reliance CIO reveals strategy as clouds build over India market
Manish Gunwani runs the equity portfolio for one of the largest asset managers in India
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Why the US is ‘priced for perfection’
Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.
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Challenging short termism among investors
After a year of political surprises, and more bumps in the road to come, Investec Wealth & Investment’s Chris Hill is gearing up his portfolios to take advantage of the inevitable market wobbles.