India

'Too much debt in system' is likely to make recent value/growth rotation transitory

Equities

'Too much debt in system' is likely to make recent value/growth rotation transitory

Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however,...

clock 21 January 2022 • 9 min read
The six top-quartile Indian funds that shot the lights out in 2021

Asia

The six top-quartile Indian funds that shot the lights out in 2021

Indian equities have picked up

clock 12 January 2022 • 3 min read
Backing dominant firms in Asia makes sense but identifying their successors provides real alpha

Asia

Backing dominant firms in Asia makes sense but identifying their successors provides real alpha

New sectors provide uncertainty

clock 07 January 2022 • 4 min read
Ocean Dial Asset Management appoints global head of sales and distribution

People moves

Ocean Dial Asset Management appoints global head of sales and distribution

Swati Jain joins

clock 06 January 2022 • 1 min read
Indian equity and energy funds take the top spot for 2021 returns

Funds

Indian equity and energy funds take the top spot for 2021 returns

China and Brazil funds suffer losses

clock 04 January 2022 • 3 min read
Emerging markets outlook: Geopolitical shifts pave way to new global paradigm

Emerging markets

Emerging markets outlook: Geopolitical shifts pave way to new global paradigm

Commodity exporters set to benefit from inflation

clock 20 December 2021 • 6 min read
CLOs in 2022: ESG lightspeed 2.0

ESG

CLOs in 2022: ESG lightspeed 2.0

The business of debt-backed bonds

clock 14 December 2021 • 4 min read
Deep Dive: Government net-zero pledges fall short

ESG

Deep Dive: Government net-zero pledges fall short

Actions not words

clock 06 December 2021 • 4 min read
Three misconceptions about global equities and how investors can take advantage of them

Global

Three misconceptions about global equities and how investors can take advantage of them

Many investors in global equities are falling prey to some big misconceptions.

clock 29 November 2021 • 4 min read
Why inflation will be higher and more problematic

Markets

Why inflation will be higher and more problematic

October's reading up again at 6.2%

clock 22 November 2021 • 5 min read
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