Tag
Article
External shocks and domestic challenges made 2025 a tough year for Indian equities. Fidelity’s Nitin Mathur discusses a possible turnaround in 2026 and why we should focus more on India’s long-term growth story.
Podcast
Capital Group macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption.
Article
It’s been a tough period for investors in India. Can the market revive?
Podcast
In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.
Video
China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At…
Article
Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.
Article
India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? abrdn thinks not.
Podcast
Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two EM powerhouses – India and China.
Article
India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country’s direction over the next five years.
