India

India

As India Crosses the Digital Divide, a New Era of Investment Opportunities Dawns

Emerging Markets Global Investing India Insight Markets Outlook Stocks
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 ...
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India: Country at a Crossroads

Emerging Markets Global Investing India Insight Markets Outlook
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 ...
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Byron Wien: Asia Is Safe and Mostly Confident

Insight Markets Outlook
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 ...
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Indian Banks—An Attractive Secular Growth Story

Banking Emerging Markets Global Investing India Insight Markets Outlook Stocks
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 ...
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Is India the New China?

India Insight Markets Outlook
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 ...
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Can Indian Equities Regain Their Mojo?

can indian equities regain
India Insight Markets Outlook
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 ...
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Billions and Billions Pour Into India and China

China India Insight Markets Outlook
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 ...
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EM Trend Update: China On, India Off

Agriculture Emerging Markets ETFs Insight Markets Outlook Sentiment SIA Technical Analysis
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 ...
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Unlocking India’s Potential

Economy Emerging Markets India Insight Markets Outlook
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. ...
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SIA Weekly: Where are China and India Equity Markets Heading?

Agriculture ETFs Insight Markets Outlook Risk Management SIA Strategy Technical Analysis
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 ...
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