Section
India
579 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Consequences for India from the Russia-Ukraine War
by Vaibhav Tandon, Northern Trust India's economic links with Russia leave it in a delicate position. Most Asian…
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.…
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
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…
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.
5 reasons why EM equities could power ahead in 2021
by Kent Chan, Victor Kohn, F. Chapman Taylor, Capital Group Has the tide finally turned for emerging markets…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
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…
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…
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…
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…
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…
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…
India: Country at a Crossroads
by Sat Duhra, Janus Henderson At a glance, the Indian stock market is one of Asia’s top-performing markets, and…
