India

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Markets

09DEC 2019

Outlook 2020: Emerging market equities

Why there is reason to be optimistic on the outlook for emerging market equities in 2020.

Economics

07AUG 2019

2019

JULY

11JUL 2019

Economics

Why has India's budget disappointed investors?

Analyst Robert Ledger assesses the new government’s budget in India, and what it means for investors.

JUNE

19JUN 2019

Thought Leadership

The case for a core allocation to emerging market debt

A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

APRIL

11APR 2019

Economics

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.

FEBRUARY

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

JANUARY

29JAN 2019

Markets

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.

2018

DECEMBER

11DEC 2018

Economics

Resignation rocks rupee and Indian reform outlook

The resignation of India’s central bank governor has implications for politics and financial markets