India

Infrastructure India trust sees NAV surge due to foreign exchange

Investment Trusts

Infrastructure India trust sees NAV surge due to foreign exchange

Risen by 15%

clock 21 December 2022 • 1 min read
Invesco Asia returns to China overweight in bullish contrarian bet

Investment Trusts

Invesco Asia returns to China overweight in bullish contrarian bet

Reductions to Taiwan and India

clock 08 December 2022 • 3 min read
Make in India: Modi's scheme providing opportunities

Emerging markets

Make in India: Modi's scheme providing opportunities

Business friendly

clock 01 December 2022 • 4 min read
Deep Dive: Indian equities are the 'investment opportunity of a generation'

Emerging markets

Deep Dive: Indian equities are the 'investment opportunity of a generation'

Outperformed MSCI ACWI

clock 11 November 2022 • 5 min read
Deep Dive: Asia Pacific's mixed bag defies historic trends

Emerging markets

Deep Dive: Asia Pacific's mixed bag defies historic trends

Macroeconomic factors loom large

clock 07 October 2022 • 5 min read
Indian growth is muscle without the steroids

Asia

Indian growth is muscle without the steroids

Bemoaning the absence of growth opportunities is a particularly Western-focused preoccupation.

clock 09 September 2022 • 3 min read
Ashoka Indian Equity seeks approval to double average number of holdings

Investment Trusts

Ashoka Indian Equity seeks approval to double average number of holdings

Proposes 50 to 100

clock 01 July 2022 • 1 min read
Baillie Gifford's Roderick Snell: The better businesses are in India over China

Investment Trusts

Baillie Gifford's Roderick Snell: The better businesses are in India over China

Overweight India vs China

clock 25 May 2022 • 4 min read
Ocean Dial's Narain shifts towards high-growth companies

Asia

Ocean Dial's Narain shifts towards high-growth companies

40% earnings growth

clock 17 May 2022 • 3 min read
QuotedData's Carthew: Asian trusts succeeding despite China

Investment Trusts

QuotedData's Carthew: Asian trusts succeeding despite China

Stringent lockdowns

clock 16 May 2022 • 4 min read
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