India

Allianz Global Investors' Kunal Ghosh has warned of an imminent correction in the Indian equity market after a post-election bull run.

Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.

Winners and losers

Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds' underperformance in recent months, investors must not be swayed by short-term headwinds

We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders is successfully transforming economies and companies in favour of investors.

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

Kunal Desai, head of Indian equities, Neptune

Kunal Desai, head of Indian equities at Neptune, discusses his expectations for the Indian market and highlights the key indicators he is watching for 2015