All India articles
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AnalysisChart watch: US dollar down 10% YTD, China faces deflation, Europe and EM rejoice
As domestic macro imbalances reach record highs, the economies of the US, China and euro-zone diverge
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Special ReportIndia’s charge to boost green energy supply
Powered by India’s accelerating growth, the country is looking to bolster its sustainable energy supplies with investments in biofuels and green hydrogen
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Special ReportIndia could benefit from global trade disruption
As other nations reel from the ongoing trade tariff uncertainty, Delhi appears relatively insulated from the direct impact of US levies compared with its more export-reliant Asian peers
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Special ReportIndia powers ahead with further investments in renewable energy
With an ambitious target to hit net zero by 2070, Delhi is boosting its investments in green energy strategies, such as renewable energy, battery storage, power grids and electric vehicles
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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Special ReportPrivate equity in India: growth of a new investment class
Private equity had a faltering start in India, but the market is maturing and offering plenty of opportunity
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Special ReportIndia makes its debut in key government bond index
Their inclusion in the JP Morgan index makes government bonds more accessible to foreign investors
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Asset Class ReportsIs India’s equity market now the new China in investors’ eyes?
Better governance and a clear economic path may put India in the lead
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FeaturesAn inflection point for India bonds
The impending inclusion of Indian government bonds (IGBs) in JP Morgan’s widely tracked $240bn (€220bn) Govern ment Bond Index-Emerging Markets (GBI-EM) index is seen as a milestone. However, while some asset managers hope it is the beginning of a more open investment culture, others are more circumspect.
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NewsGlobal public funds favour India over China, says OMFIF
80% invest in China due to benchmark index inclusion
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Special Report
India forms cornerstone of GIC’s BRIC portfolio
The Singaporean sovereign wealth fund has invested billions in the subcontinent since the 1990s and considers the country under-invested
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Asset Class ReportsEmerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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NewsNBIM urges Indian SEB board to strive for compatibility with ESG reporting standards
SWF manager praises board’s intention to focus on supply chains as well as companies themselves
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NewsNorges blacklists Indian, Chinese state firms on Myanmar risks, after holding €32.2m
Chinese state-owned AviChina Industry & Technology and Indian government-owned Bharat Electronics now excluded from Norway’s giant SWF
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FeaturesJoseph Mariathasan: India’s NPS reaches $100bn in assets
India’s state-run voluntary defined contribution New Pension Scheme (NPS) has reached a milestone of $100bn (€88bn) in assets and is likely to double in size every five years, according to renowned economist Ajay Shah. There are many lessons to be learnt from the success of the NPS, particularly for developing countries seeking to create pension safety nets for their populations from scratch.
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News
KLP uses new criterion to ban Indian firm with Myanmar military link
Norwegian pensions giant among large institutional investors taking action on Adani Ports and Special Economic Zone
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Asset Class ReportsEmerging market equities – India & China
India and China offer a template to understand future perspectives in light of COVID-19
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Opinion PiecesModi’s India: The red lights are flashing warnings
Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation
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Special ReportIndia: Still early days
The growing adoption and importance of ESG criteria among Indian firms could have implications for companies such as rice producers
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News
Joseph Mariathasan: India and the US – a new special relationship?
Can and should the world’s most populous democracy, India, be in formal alliance with the world’s most powerful democracy, the US?
