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India
565 posts
David Burrows: What's What in This Stormy & Tricky Market?
Listen on The Move David Burrows, President & Chief Investment Strategist, at Barometer Capital Management joins us…
November 8, 2022
Global Population to Hit 8 Billion this November. Here’s Where to Invest
by Frank Holmes, CEO, CIO, U.S. Global Investors Eight billion. That’s what the global population is expected to…
July 21, 2022
The Great Gold Love Trade Is Alive and Well, as India Buys a Record Amount
India reported spending a record $55.7 billion on gold imports last year. by Frank Holmes, CEO, CIO, U.S.…
January 6, 2022
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
December 10, 2021
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
March 30, 2021
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
March 29, 2021
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
October 7, 2020
India’s Surprise Tax Cut Comes at An Opportune Time
by Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Amid slowing economic…
October 8, 2019
Equity Leaders: India Turns the Corner on Bottom as Technology Stocks Sell Off
Trading in stocks and commodities has been distorted this week by the US Thanksgiving holiday. Often during this…
November 23, 2018
SIA Weekly: A Look at the Relative Strength in U.S. and Indian Large Cap Stocks
by SIACharts.com There continues to be some noise around trade, but who are we kidding, this week it’s…
July 27, 2018
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
March 12, 2018
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…
December 15, 2017
As India Crosses the Digital Divide, a New Era of Investment Opportunities Dawns
by Charles Roth, Thornburg Investment Management India has implemented measures that combined should generate a surge in economic…
October 11, 2017