Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.
Traditional drivers are being increasingly challenged by global headwinds and investors must adapt, writes Gary Greenberg, head of emerging markets at Hermes Investment Management.
Sector expected to grow over next decade
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.
Asian fixed income team headed by Rodriguez
India's equity markets have suffered in recent months as Prime Minister Modi's reformist agenda continues to hit political roadblocks, but could upcoming state elections lead to a breakthrough?
Some managers still remain committed to asset class
After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.
Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.