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With an average yield of approximately 7.8%,i which is almost 6% greater than similarly dated Government of Canada bonds,ii Indian bonds are among the most attractive solutions for income-seeking investors. While higher yields are typically associated with risky junk bonds, this is not the case for Indian bonds, as more than 90% of India’s bond issues, both sovereign and corporate debt, are rated investment-grade or…
Top Emerging Market Themes for 2016 Christine Tan - Senior Portfolio Manager, Excel Investments Counsel Inc.
Thu, Jan 7, 2016 - 2:35 PM - BNN speaks with Christine Tan, the Chief Investment Officer at Excel Funds. The firm is invested in China and has been closely watching the volatility in the country. She explains what the current activity signals about the investment climate in the country and how it is affecting global markets.
Christine Tan, Chief Investment Officer at Excel Funds Management Inc. provides analytical insight on recent activity in the Chinese equity markets. Touching on salient topics including:
In the past year, Canadian equities were constrained by sluggish growth due to falling commodity prices, while Indian stocks outperformed. Indian Stocks Outperform Canadian Equities by a Differential of 17.8% Download PDF (3.2MB): India Stocks Poised for Strong 2016 Source: Bloomberg data, cumulative performance for calendar year 2015 in CAD terms, as at December 31, 2015. Indian equities returned strong gains in 2015, adding to…
Emerging markets are on the rise as a direct result of innovative government reforms and seismic shifts in economic models, particularly in leading nations such as India and China. India is transforming from an agro-economy to the manufacturing hub of the world, while China is transitioning from being the world’s leading provider of cheap exports to a consumption-driven economy. These factors have boosted growth and…
unprecedented moves positively received across the world Zero-interest-rate policy in the U.S. is finally over. The Federal Reserve moved to increase interest rates for the first time since June, 2006. The decision to hike rates by 25 basis points was described as ‘historic’ and ‘unprecedented’ across media outlets, and was reached by a unanimous vote of 10 to 0. )% interest rate policy is a…
Record direct investment India is on track to experience another year of record foreign direct investment (FDI) inflows. During the first half of the current fiscal (April-September 2015), FDI in India registered a growth of 13 per cent to reach US$ 16.63 billion, compared to US$ 14.69 billion in the same period last year. Rise in foreign investment expected With the business-friendly government relaxing FDI…
Emerging markets continue to be a prime target of investors Emerging markets have undergone a notable evolution over the past two decades. Gone are the extreme boom and bust scenarios of the 90’s, when emerging nations struggled to absorb external shocks to their economies. Today, successful reforms and a shift to consumption-driven models have seen countries such as India and China far eclipse their developed…
Ascension of the currency marks a big step in the Chinese market The International Monetary Fund (IMF) came to a consensus on November 30, 2015, to include the yuan in its special drawing rights (SDR) basket alongside the U.S. dollar, Japanese yen, British pound and the euro. The move marks an important step for Beijing which had been pushing for reserve-currency status to put the…
New high-tech companies from China spurring Indian growth and investment Billionaire-owned Chinese companies, Baidu, Alibaba and Tencent (collectively known as BAT) are stepping up to the plate to fund Indian startups – filling the gap left by domestic venture capital firms which have scaled back their investments in fledging tech businesses. What was a bubble of sorts is beginning to settle down, and China, the…
Obama praises economic and social growth in India Barack Obama gave a ringing endorsement of India Prime Minister Narendra Modi during the G20 Leaders’ Summit on November 16, 2015. The U.S. president lauded India’s focus on renewable energy, before highlighting the progress that the nation has made under the Modi-led government saying, “Stable long-term global economic growth requires not just capital flows, but also efforts…

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