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Articles tagged: INDIA
abrdn_mumbai140425 Podcast

Aberdeen Investments | Mission to Mumbai: on-the-ground investment insights

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.

Aberdeen Investments 14th Apr 2025

nione_em110424 Partner Zone

Emerging markets today: from macro beta to micro alpha

Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...

Ninety One 11th Apr 2025

Article-Technology-03-smll2024 Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

Article-China-01-smll2024 Analysis & Opinion

Emerging markets' two behemoths: China and India explored

China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...

Adviser-Hub 27th Mar 2025

hubex_emvid1210325 VIDEO

Emerging markets' two behemoths: China and India explored – panel discussion video #1

China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...

Adviser-Hub 21st Mar 2025

Article-business-01-smll2024 Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.
 

Adviser-Hub 20th Mar 2025

cgp_macro180325 Partner Zone

Macro brief: growing risks to India’s demographic dividend

Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.

Capital Group 18th Mar 2025

abrdn_India130225 Analysis & Opinion

Outlook 2025: taking the temperature on India

India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? abrdn thinks not.

Aberdeen Investments 13th Feb 2025

Partner Zone

Webinar: The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in...

Fidelity International 20th Jan 2025

ninetyo_navema Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

nine_activelya Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

cg_chinaa-1 Partner Zone

Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 8th Aug 2024

cg_chinaa-1 Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

cp_indiaelca Partner Zone

Quick take: India’s general elections

India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country...

Capital Group 14th Jun 2024

Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

abrdn_lotusbla Podcast

abrdn | Lotus blooming - will 2024 be an Indian summer

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.

Aberdeen Investments 26th Jan 2024

Partner Zone

India gears up for a greater global role

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

Analysis & Opinion

The Week: The opportunities in smaller emerging markets

The strongest opportunities in emerging markets may be found off the beaten path, but how can investors get access?

Aberdeen Investments 22nd Jun 2023

Analysis & Opinion

The Week: Is China’s recovery stalling?

A lot of hope has been vested in the Chinese recovery, but recent manufacturing data should give investors pause for thought. 

Adviser-Hub 3rd May 2023

Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th Jan 2023

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Market Updates

Global update: Interest rates rise around the world

Markets were choppy during May as investors’ ongoing preoccupation over inflation was compounded by a raft of interest rate increases. The US Federal Reserve (Fed) raised its key interest rate by 50 b...

Adviser-Hub 6th Jun 2022

Market Updates

Emerging market review: China posts best quarterly growth for two years

China’s economy achieved its most rapid quarterly expansion for two years during the final three months of 2020, posting growth of 6.5% during the period.

Adviser-Hub 16th Feb 2021

Market Updates

Emerging markets review: Investors welcome a Biden presidency

Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.

Adviser-Hub 15th Dec 2020

Market Updates

Emerging markets review: China’s recovery gains traction

China’s economy continued to rebound from the impact of the Covid-19 pandemic.

Adviser-Hub 11th Nov 2020

Market Updates

Emerging markets review: India’s economy contracts sharply

As the pandemic took its toll on economic activity, India’s economy contracted by 23.9% during the three months to the end of June.

Adviser-Hub 17th Sep 2020

Market Updates

The Week: Is there hope for friendless emerging markets?

With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.

Adviser-Hub 10th Sep 2020

Market Updates

Emerging markets review: China sidesteps recession

While other countries confirmed their slide into recession in July, China’s economy managed to buck the trend, notching up annualised growth of 3.2% in the second quarter after a first-quarter contrac...

Adviser-Hub 11th Aug 2020

Market Updates

Global update: The other “R” number … Recession

Early in July, investors were buoyed by news of progress in the development of coronavirus vaccines. However, as the month continued, optimism was tempered by a surge in infection rates in countries i...

Adviser-Hub 11th Aug 2020

Market Updates

Emerging markets review: Bleak outlook for Brazil

During June, the World Health Organisation (WHO) warned that the coronavirus pandemic had entered “a new and dangerous phase” as cases continued to surge in Brazil and the US.

Adviser-Hub 5th Aug 2020

Market Updates

Global bond market review: Corporate defaults on the rise

US Treasury bond yields rose during May: government spending continued to rise and central bank policy showed signs of shifting as Federal Reserve Chair Jerome Powell emphasised that the Fed would tak...

Adviser-Hub 10th Jun 2020

Market Updates

Emerging markets review: Clouded outlook for China’s growth

China’s National People’s Congress announced that it would not set an economic growth target for the country this year as it addresses the impact of the coronavirus pandemic.

Adviser-Hub 10th Jun 2020

Market Updates

Emerging markets review: China moves to support its financial system

Having been shut from 23 January to combat the continuing spread of coronavirus, China’s stock market reopened on 3 February and the benchmark Shanghai Composite Index promptly fell by almost 8% in a...

Adviser-Hub 5th Mar 2020

Market Updates

Emerging markets review: Coronavirus hits markets

January proved to be a month of two halves for China. Although investor sentiment received a boost from the “Phase One” trade agreement with the US.

Adviser-Hub 13th Feb 2020

Market Updates

UK bond market review: Flight to safety

Gilt yields fell during January as investors sought the perceived safety of government bonds

Adviser-Hub 12th Feb 2020

Market Updates

Emerging markets review: China’s slowdown continues

The pace of economic growth in China continued to slow during the third quarter, dampened by the ongoing trade conflict with the US.

Adviser-Hub 7th Nov 2019

Market Updates

Global bond market review: Further monetary easing in September

Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.

Adviser-Hub 15th Oct 2019

FidelityIAsiaSep19 VIDEO

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Market Updates

Emerging market review: China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

Market Updates

Emerging markets review: Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Market Updates

Emerging markets review: Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser-Hub 12th Jun 2019

Market Updates

Emerging markets review: Dovish Fed boosts sentiment towards emerging markets

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser-Hub 14th May 2019

Market Updates

Emerging markets review: China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser-Hub 17th Apr 2019

Market Updates

Emerging markets review: End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Market Updates

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser-Hub 31st Jan 2019

Market Updates

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Market Updates

Emerging markets review: Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

Market Updates

Emerging markets review: Clouded outlook for emerging markets

The IMF expressed concern over the outlook for emerging markets during October: as monetary policy continues to normalise in advanced economies, capital inflows to emerging economies could start to de...

Adviser-Hub 9th Nov 2018

Market Updates

A tough month for emerging markets

August 2018 Emerging markets generally fell during August, undermined by an increasingly hawkish US central bank, a strengthening US dollar and unease over escalating trade tensions. The Turkish li...

Adviser-Hub 5th Sep 2018

Market Updates

Emerging markets review: Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser-Hub 11th Jun 2018

Market Updates

Emerging markets review: Oil price continues its rise

April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...

Adviser-Hub 21st May 2018

Market Updates

Emerging markets review: Looming trade war knocks sentiment

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

Market Updates

Emerging markets review: Brazil cuts interest rates again

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser-Hub 14th Mar 2018

Market Updates

Emerging markets review: The price of oil reaches US$70 in January

The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018.

Adviser-Hub 14th Feb 2018

Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

Market Updates

Oil reaches its highest level for over two years

The price of oil reached its highest level since the middle of 2015 in November, following a sudden anti-corruption purge in Saudi Arabia.

Adviser-Hub 11th Dec 2017

Market Updates

Emerging markets review: IMF warns on China’s credit boom

China’s credit growth continued to pose a problem in August.

Adviser-Hub 28th Sep 2017

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