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
Analysis
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NRIs get no major direct benefit from interim Indian budget
Personal income tax ceiling and tax deducted at source (TDS) threshold on interest income from deposits is raised
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Waning NRI investment appetite hits advisers
Smaller adviser firms face ‘grim situation’, despite speculation more India brokers to target NRIs
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How much do advice firms advise on?
International Adviser research reveals a sharp divide in the size of advice firms
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NRIs get breather to claim back tax paid at source
They are allowed to file manual applications by 31 March 2019
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DFMs stick by Japan despite failed outperformance forecasts
Lindsell Train was the only fund in the sector to deliver positive returns in 2018
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Too many expats in UAE still view advisers as untrustworthy
Advisers facing many challenges as CFA Institute survey shows lack of satisfaction among clients
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Costly trackers enjoy last hurrah ahead of FCA changes
Virgin charges investors 1% for a tracker fund that fell more than 10% in 2018
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Who’s to blame for the pensions transfer debacle?
Some accuse the FCA of using skewed data to paint a negative picture, others fault advisers
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The outlook in 2019 for NRI investors
Ignore the political climate and keep invested, advisers tell clients
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How much should investors de-risk in 2019?
Investors are advised to balance risk and reward in the coming year, argues Blackrock’s Belinda Boa
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NRI advisers react to shock exit of India central bank governor
India’s financial markets are jittery after central bank governor’s resignation and state elections