Browsing Category
India
572 posts
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
Indiaâs 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 itâs…
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
India: Country at a Crossroads
by Sat Duhra, Janus Henderson At a glance, the Indian stock market is one of Asiaâs top-performing markets, and…
July 17, 2017
Asian markets: Is global growth the trump card?
Asian markets: Is global growth the trump card? by Brent Bates, Senior Portfolio Manager, Invesco In Asia ex-Japan,…
November 22, 2016
Indian BanksâAn Attractive Secular Growth Story
Indian BanksâAn Attractive Secular Growth Story by Pablo Echavaria, CFA, Thornburg Investment Management Despite meaningful progress over the…
July 7, 2016
Lessons from the children of Mumbai
Lessons from the children of Mumbai by Paul Moroz, Deputy CIO, via The Art of Boring, Mawer Investment…
September 30, 2015
COGNIZANT TECH SOLUT CL A (CTSH) NASDAQ - Sep 04, 2015
COGNIZANT TECH SOLUT CL A (CTSH) NASDAQ - Sep 04, 2015 SIA Charts Daily Stock Report (siacharts.com) The…
September 4, 2015
Can Indian Equities Regain Their Mojo?
Can Indian Equities Regain Their Mojo? by Laurent Saultiel, AllianceBernstein Indian equitiesâ post-election rally last year fizzled out…
August 20, 2015