Rapid recovery rates from Covid-19, structural reforms and a low oil price should bolster India’s economy, says an India equity investment adviser.
Tag: Investment Strategy
New economy tilt for Cap Group’s 45-year old fund
The New Perspective Fund, run by a collection of managers and analysts, has a bias for global new economy stocks.
Could China catch investors off guard?
Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from public discourse. But have investors taken their eye off the region just when it matters most?
Multi-asset fried by damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
