Writing Room
Investors Chronicle: What India’s rise means for EM investors
The fact that different markets can wax and wane in popularity has become especially apparent for those invested in Asian equities over recent years. India is on the rise and investing in China has proved complicated, to say the least. That’s clear enough from the numbers: the MSCI China index is down to the tune of nearly 45 per cent over three years in terms of sterling total return, with MSCI India up by almost 60 per cent.
Portfolio Adviser Magazine: India’s Growth Story
Gaurav Narain, portfolio adviser of India Capital Growth Fund, says a domestic economy that’s firing on all cylinders points to India as an exciting destination for investors seeking long-term structural opportunities.
Bloomberg UK: Wall Street Snubs China for India in a Historic Markets Shift
Investors are paying close attention to the contrasting trajectories of two of Asia’s greatest powers.
India, the world’s fastest growing major economy and China, who is grappling with chronic economic woes.