by Charles Roth, Thornburg Investment Management India has implemented measures that combined should generate a surge in economic growth, corporate earnings, and double-digit annualized stock returns over the ...Read more Comments Off on As India Crosses the Digital Divide, a New Era of Investment Opportunities Dawns
by Sat Duhra, Janus Henderson At a glance, the Indian stock market is one of Asia’s top-performing markets, and would normally be associated with a strong macroeconomic backdrop and ...Read more Comments Off on India: Country at a Crossroads
by Byron Wien, Vice-Chairman, Blackstone I spent ten days in May talking with institutional investors in Singapore, Hong Kong, Tokyo and Beijing. There was considerable interest in the ...Read more Comments Off on Byron Wien: Asia Is Safe and Mostly Confident
Indian Banks—An Attractive Secular Growth Story by Pablo Echavaria, CFA, Thornburg Investment Management Despite meaningful progress over the last four years, large chunks of the Indian population remain ...Read more Comments Off on Indian Banks—An Attractive Secular Growth Story
Is India the New China? June 3, 2016 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors A “slow-growth trap.” That’s how the Organization for Economic ...Read more Comments Off on Is India the New China?
Can Indian Equities Regain Their Mojo? by Laurent Saultiel, AllianceBernstein Indian equities’ post-election rally last year fizzled out quickly. But we believe that lower interest rates—despite a looming ...Read more Comments Off on Can Indian Equities Regain Their Mojo?
by Frank Holmes, CEO, CIO, U.S. Global Investors It’s been a little over a year since Narendra Modi took office in India, and so far the results have ...Read more Comments Off on Billions and Billions Pour Into India and China
by SIACharts.com Again with many calls coming in from subscribers asking about the international markets, specifically the emerging markets, for this weeks edition of the SIA Equity Leaders ...Read more Comments Off on EM Trend Update: China On, India Off
Unlocking India’s Potential by Jim Hall, CIO, Mawer Investment Management Blog (The Art of Boring) I stepped out of the airplane to an immediate assault on the senses. ...Read more Comments Off on Unlocking India’s Potential
by SIACharts.com With much talk about the Emerging Markets recently, for this weeks edition of the SIA Equity Leaders Weekly, we are going to look at two countries ...Read more Comments Off on SIA Weekly: Where are China and India Equity Markets Heading?