India
The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors.
Registration is now open for the 2015 European Investment Conference, held in London on 26–27 November.
Punita Kumar-Sinha, CFA, expects Indian stocks, up nearly 20% over the past year, to move even higher.
With recent report that China’s growth disappointed in 2014, some financial professionals have concerns about economic growth in Asia. A broader view of the entire region yields important insights.
In a panel discussion at the European Investment Conference, Russell Napier, an independent strategist and co-founder of ERIC, contended that investors should be more optimistic about India than China.
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My firm recently sponsored an… READ MORE ›
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound.
Over the past 20 years, from January 1992 to December 2012, China’s GDP per capita grew about 17 times and India’s GDP per capita grew about 4 or 5 times. These are astronomical increases.
Now,… READ MORE ›
At the end of the last section, Pradip mentioned the READ MORE ›
Inflation, currency shocks, and their unequal impact on the Indian population as a whole have been brought up repeatedly in this week’s READ MORE ›