All India articles – Page 2
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White papersIndia: Three themes driving growth
India is a dynamic urbanizing economy with a rapidly expanding middle class. Read more about this vast economy and why it is an attractive investment destination.
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White papersWhy investors should look at Indian assets
India is the fifth-largest economy in the world, according to the World Bank, in terms of nominal 2019 GDP in dollars, and ranks second by population (1.38bn). Although it is one of the world’s fastest-growing economies, its GDP per capita is more than 29x and 4x lower than the USt or China, respectively (also according to the World Bank, nominal 2019 per-capita GDP in dollars). The potential for a catch-up in income over the next decades looks huge.
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White papersWill India be the next high-growth emerging market?
After a slowdown in 2019 and a harsh lockdown in 2020, India may be poised to regain its place among the fastest-growing emerging markets.
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White papersEmerging woes
China and India are jostling for greater geopolitical influence, within the emerging world and beyond. Their ambitions are manifold. For instance, China aims to lead the world in AI technology, India to take China’s manufacturing mantle. But over the long run, they won’t achieve their aims through armed conflict on some high Himalayan glacier.
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White papersIndia in 2020: Active Perspectives on India’s Evolution
In India 2020: A Vision for the New Millennium, A.P.J. Abdul Kalam and Y.S. Rajan detailed how India could become a developed country and one of the world’s four largest economies by 2020. Here, our team shares their thoughts about India’s potential.
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White papersGlobal Environmental Opportunities: transforming sustainable investment
Kanpur in northern India is known as the Manchester of the East. Located on the banks of the Ganges river, it is home to various heavy industries, including leather, chemicals and fertilisers. But, unlike its English twin, the Indian city’s economic heft brings enormous side-effects.
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White papersInvestors: the new guardians of the environment
In an opinion piece for the Thomson Reuters Foundation, Pictet Asset Management CEO Laurent Ramsey says investors are uniquely placed to change the world for the better, if they use the right tools.
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White papersIndian elections: political continuity is positive but reform is what matters most
Prime Minister Modi led the NDA to a sweeping victory, with a full majority in Parliament and therefore significant political capital. There was some apprehension in the market ahead of the election and a clear majority will certainly soothe nerves.
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White papersResponsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
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White papersIndia: Rupee Faces Significant Risks from April Elections
Indians go the polls in April to elect a new leadership. Can Prime Minister Modi’s party win an outright majority or will India have a coalition government?
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White papersBanking problems impede India’s reforms
There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.
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White papersThe case for stand-alone investment in Indian equities
We believe investors should increasingly consider India as a separate equity allocation, rather than being part of a broader regional or emerging market allocation.
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White papersAn Update on our Local Market Resilience Scores
In June 2016, we released Global Macro Shifts1 (issue 5) – Emerging Markets: Mapping the Opportunities [GMS-5]. This paper discussed many of the risks and opportunities across emerging markets while highlighting the importance of assessing economic resiliencies in individual countries. Since then we have seen notable rallies in emerging economies as capital has returned to a number of undervalued markets, particularly during 2017.
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Asset Manager News
Hines announces partnership with Tata Housing in Thane
Plans to invest $23 million in India’s first wellness homes project
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White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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