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.
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
Emerging market equities have seen strong outflows over the past three and five year-periods. But all of these redemptions can be attributed to regional EM funds.
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
India overtook China as the world’s fastest growing major economy on Monday, leading some asset allocators to suggest it might be time to put China allocations on hold and opt for India instead.
According to the firm’s Global Investment Trends survey which polled 20,706 retail investors across 28 countries in March, the average expected rate of return expected over the next 12 months is 12%. However, they believe to achieve these returns by investing almost half of their new investments in low-risk assets. European investors expect a slightly lower […]
According to the group’s ETP Landscape publication, emerging market equity products saw $2.9bn in inflows during the month, as momentum for EM funds, particularly those with exposure to China and India picked up. As reasons for the growth in momentum, Blackrock cited the cautious tone of the Federal Reserve in March and April, hope for […]
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?