CONTACT US SUBSCRIBE
Call us!
Menu

Insights

"For investment advisors only" Diversifying your investments globally can potentially reduce your risk and enhance your returns. In fact, global diversification is one of the fundamental tenets of modern portfolio theory, developed by Nobel Prize winning economist, Harry Markowitz. It is a framework for putting together a portfolio of assets in order to maximize expected return for a given level of risk.1 Here are five reasons…
“For investment advisors only” Buoyed by a recovery in the manufacturing sector, India’s economy rebounded in the quarter ended September 30, following five quarters of slowing growth. The country’s GDP growth rose to 6.3% for the July- September quarter, up from 5.7% in the previous quarter, which was the lowest growth rate in three years.1 As a result, the International Monetary Fund (IMF) has indicated…
Moody's Investors Service ("Moody's"), the global credit rating agency, today upgraded the Government of India's local and foreign currency issuer ratings to Baa2 from Baa3 and changed the outlook on the rating to stable from positive. In addition, Moody's also upgraded India's local currency senior unsecured rating to Baa2 from Baa3 and its short-term local currency rating to P-2 from P-3. Moody's has also raised…
Modi Highlights India’s Progress at ASEAN Summit Attending the Association of Southeast Asian Nations (ASEAN) Summit held in Manila, Philippines on November 10 -14, India’s Prime Minister Narendra Modi highlighted the enormous progress India has made under his leadership. “(The) task of transforming India is proceeding at an unprecedented scale. We are working day and night towards easy, effective and transparent governance,” he stated, adding…
For investment advisors only At the opening ceremony of the 19th Congress of the Communist Party of China (CPC) on October 18th, Xi Jinping, general secretary of CPC, called for the “the great rejuvenation of the Chinese nation” – or the realization of the “Chinese Dream.” In a speech lasting over 3.5 hours, Xi laid out the roadmap for the future of China which gave…
For investment advisers only Background The Indian public sector banks (PSBs) have been under stress as the total amount of non-performing assets had risen to US $150 billion[1]. These non-performing loans have severely restricted the ability of PSBs to extend further loans. Limited access to credit impacted the ability of businesses to make fresh investments and adversely impacted their growth. In summary, this overhanging issue…
For advisers only  The following is a summary of our conversation with Atul Penkar, the Portfolio Manager of Excel India Fund, when he came to our headquarters during the Excel India Roadshow “Expert Insights into India: The World’s Growth Giant” in the middle of September this year. For brevity, we have paraphrased his responses.   Click here to watch the entire conversation.   What are the top reasons…
For Investment Advisors only As the world’s second largest and fastest growing equity market in terms of capitalization , China offers an ever-increasing array of investment opportunities. In a country that’s undergoing massive structural reforms in the quest to achieve internally-generated sustainable growth, not all opportunities are created equal. Some sectors will inevitably perform better than others. That is why investing in the Excel China Fund…
The chief minister of the state of Bihar in India resigned from his post on July 26, and then was sworn in again on July 27. While 24 hours did not change Nitish Kumar’s status as Bihar’s chief minister, India’s Prime Minister Modi’s stature in Indian politics grew in a very significant way. Since 2014, Modi’s political party the BJP (Bhartiya Janata Party) had been…
India’s internet revolution is a powerful economic force that is dramatically changing the way Indians connect and carry out business transactions. And it will also have a significant impact on economic growth. It is estimated that by 2020, the internet economy will grow to over 4% of GDP[i], indicating its relative importance to the Indian economy. Ironically, Indians have traditionally mistrusted on-line transactions, but today…
Taking a balanced approach to investing in India is a recipe for success for investors seeking diversified exposure to the country’s top-performing equity and high-yielding bond markets. Currently, the Indian equity market is among the best performing emerging markets while its corporate and sovereign bond markets offer yields that are among the highest in the world; and approximately 4 times the yield of Government of…
South Korea's benchmark KOSPI index is courting its all-time high following the election of President Moon Jae-in on May 10. Although it is still too early to assess the policy priorities of President Moon, the appointment of several non-political professionals to key posts and plans to improve corporate governance through legislation are expected to have a positive impact on the market, setting the stage for…

Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.