The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
Drive for improvements will stem from necessity more than choice
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?
As fund manager sees long-term opportunities in otherwise weak environment
Strongman Modi has faced volatile polls ahead of the impending vote
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise
On the surface, Asia lags miles behind the west on key ESG issues – but the region is developing fast.
Index-linked fund will track Indian equity index providing investors with exposure to fast-growing South Asian country in the face of disruption to market access, asset manager says.
Government policies have boosted appeal of Indian equities and huge country’s interdependence from global trade risks make it attractive long-term bet, according to Blackrock.
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.