Rapid recovery rates from Covid-19, structural reforms and a low oil price should bolster India’s economy, says an India equity investment adviser.
The New Perspective Fund, run by a collection of managers and analysts, has a bias for global new economy stocks.
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?
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.