Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
India
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Emerging markets: Three regions on the radar
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
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Surge in Indian-only funds in 2015
UK online investment platform Rplan saw a 280% year-on-year increase in flows into Indian-only funds in 2015, as investors looked to capitalise on the stock market’s strong performance over the past year.
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HEAD-TO-HEAD: First State vs Matthews Asia
Fund Selector Asia compares the First State Indian Subcontinent Fund with the Matthews Asia India Fund.
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Indian equities: Three views moving into 2016
Are Indian equities expected to outperform in 2016 compared to 2015?
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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.
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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.
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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.
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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.
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HSBC GAM India boss transfers to South East Asia role
The chief executive of the India arm of HSBC Global Asset Management has relocated within the business to spearhead the company’s South East Asia division.
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Credit Suisse: China’s new middle class overtakes US
China has overtaken the US as the nation with the largest number of middle class adults in the world, according to a Credit Suisse report.
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Advisers see China recovery, India favoured
One in two financial advisers using Cofunds is anticipating a Chinese market recovery, but India looks more promising, according to research from the platform.