- India’s Budget Moving in the Right Direction (Franklin Templeton)
- India: Underappreciated Alpha Opportunity? (Wellington Management)
- Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)
- India Elections: What’s at Stake and What it Means to the Market (Pictet)
- Middle Class and Frustrated in Asia? Populist Politicians Are Seeking You Out in 2019 (SCMP)
- India: Reform and Innovation (Aberdeen Standard Investments)
- Four Investable Trends Reshaping Rural India (Wellington Management)
- Why It’s Not Time to Squeeze the Brakes on Indian Equities (Franklin Templeton)
- Seven Reasons India Is Primed for Growth (Enterprising Investor)
- Oil Price Rally Puts Asian Governments in a Tight Spot (Nikkei Asian Review)
- India and China Emerging as Startup Hot Spots (Nikkei Asian Review)
- The World in 2050 (PWC)
- India Moves Up the Ranks of Asia300 Companies (Nikkei Asian Review)
- India Fund Managers Divided Over Whether Further Gains are Likely (FT)
- Why GM Never Found the Spark In India (BusinessLine)
- Warren Buffett: India Has ‘Incredible’ Potential. Why Hasn’t He Invested? (CNN Money)
- 87% in China & 80% in India Say Their Economies Are Good (Pew)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- Nielsen Global Survey of Consumer Confidence for Q1 2015
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)
- Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- The State of Big Emerging Markets on One Giant Map (BI)
- China Still Leads the BRICs in the Global Competitiveness Report
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Whitechurch Securities: Buy Actively Managed India Funds Rather Than ETFs (FE Trustnet)
- 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
- Volkswagen Hit By Falling Emerging Market Sales (FT)
- BRICs Morphing Into an Anti-dollar Alliance (MT)
- India and Indonesia are Better Positioned to Survive Rising Oil Prices (CNBC)
- Survey: Fund Managers Now Overweight on Emerging Market Equities (Live Mint)
- JPMorgan’s Mowat Talks About Iraq, EM Fund Flows and India (Economic Times)
- Five Reasons Why You Should Wait and Watch Infosys (The Economic Times)
- “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
- The Emerging Market Sand Trap: Financial Reports, Currency & Other Risks (Epoch Times)
- Why Emerging Markets Are Back in Style for Investors (Breakout)
- Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)
- CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
- Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- India’s Post-Election Outlook: A Fine Balance (PIMCO)
- India, China Step on the Gas on Oil Sourcing Plan (Livemint)
- The NIFTY 50 No Longer Reflects the Indian Economy (Enterprising Investor)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- One Market Illustrating Emerging Market Opportunities (BlackRock)
- Macro Forum Insights and Perspectives (Actis)
- Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- GST: Asia’s Most Important Economic (Election) Talking Point? (SCMP)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- 2017 Global Retail Development Index (ATKearney)
- Foreign Car Brands that Failed in India (Financial Express)
- General Motors to Stops Selling Chevrolet in India (BusinessLine)
- Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
- No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
- India to Offer More Investment Options Through ADRs (The Asset)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
- India Ranks Highest in Latest Nielsen Consumer Confidence Survey
- Fund Manager Interview: Aberdeen India Fund (Aberdeen)
- OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)
- Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Is India’s lost generation a systemic risk? (CNBC)
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- Diageo’s emerging market problems deepen (FT)
- India Drops 11 Places to #71 in the Global Competitiveness Report
- Emerging Markets Election Timetable 2014 (Aberdeen)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
- UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Don’t Believe All the Doom and Gloom Scenarios for China? (FT)
- Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)
- What Are the Next Big Emerging Markets for Wind Power? (WindPower Monthly)
- Indian Media Reactions as Infosys Names SAP’s Vishal Sikka as CEO
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- There is No Such Thing as a Typical Emerging Market (The Telegraph)
- Invest in Poorer Performing Emerging Markets for Better Gains? (CNBC)
- Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
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