Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
India
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Asia sees the light on ESG
Fund managers say those Asian businesses forging ahead on sustainable investing are largely self-motivated rather than responding to governmental initiatives
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
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Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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Wealth manager Q&A with Caroline Kitidis: Tech it or leave it
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
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Capital Group: Is China still relevant in the global supply chain?
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish