Tag Archives: India

Two out of Three: India and China in the Coming Decade

The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors. Read More

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For Investors in India, Reform Equals Opportunity

Punita Kumar-Sinha, CFA, expects Indian stocks, up nearly 20% over the past year, to move even higher. Read More

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Fixed-Income Investing at the End of Time (or at Least at the End of the Business Cycle)

For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound. Read More

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Clint Laurent Sees Empty Nesters as the Key to Global Growth

By 2032, China will be “the place to go to sell rather than to buy,” according to Global Demographics founder Clint Laurent. Read More

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China Watcher Fraser Howie: Faster Pace of Economic Reform Not Likely

The author of “Red Capitalism” and “Privatizing China” is not optimistic about the substance and pace of financial and economic liberalization. Read More

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How to Invest in a Low-Yield World

Lim Chow Kiat, CFA, group chief investment officer of the Government of Singapore Investment Corporation, tackled one of the most vexing questions in the investment world today: how to invest in a low-yield world. Read More

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Ramin Toloui Identifies Asian Investment Opportunities

Ramin Toloui and PIMCO assess the economic forces at work in Asia, expecting an aggregate demand boost for Japan and seeing opportunities in the Indian rupee. Read More

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Pippa Malmgren: Geopolitics Is Not a “Black Swan” Phenomenon

“Investors can no longer say that if you can’t quantify it, it doesn’t matter,” says the president and founder of Canonbury Group and Principalis Asset Management. Read More

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