Two BRIC countries drove the region’s best and worst performance across all equity sectors in 2014, and one country was the focus of the year’s best-performing fund.
Tag: India
Asian fixed income to do well in 2015 BlackRock
While the US Federal Reserve looks poised to raise interest rates in 2015, Asian fixed income market will do well as countries like India and Indonesia are expected to benefit from lower commodity prices through lower inflation and lower subsidy bills, said Joel Kim, head of Asia-Pacific fixed income at BlackRock.
Real reforms rolling out in EM
Serious reforms in key emerging markets are ramping up and going largely unnoticed, according to Mike Sell, head of Asian investments at Alquity Investment Management.
BlackRock sees sweeping changes
Emerging markets will have sharply different characteristics in the next ten years than they had in the last, and investment strategies will be reshaped in the context of “divergence”, according to Jeff Shen, BlackRock’s head of emerging markets.
Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
Amundi overweight on China equities
Amundi Group’s global allocation is overweight China equities as the group plans to expand in Asia, according to Pascal Blanqué, chief executive officer.
India equity revival buoyed by domestic investors
Domestic investors have put $3 billion into domestic mutual funds over the past three months, supporting an equities rally driven by a $12 billion inflow of foreign capital so far this year, writes Niranjan Risbood, director manager research, Morningstar India.
Gold finding hard to fight rate normalisation
Gold seems to be losing its appeal for investors as the precious metal weakens in the face of a looming rise in US interest rates.
Is india still an investment story
On Thursday, India’s finance minister Arun Jaitley unveiled the administration’s maiden budget, which did not sketch out radical changes in favour of a cautious agenda.
