Writing Room
Portfolio Adviser: What should investors expect ahead of India’s marathon election?
India’s marathon election has a voting period that takes place over six weeks, which started on 19th April 2024. Gaurav Narain, portfolio adviser of the India Capital Growth Fund says: “The Modi-led BJP is expected to win. The main question is how strong would the mandate be? In the previous election in 2019, the BJP won 303 of 543 seats. Their target in this election is 370 seats.
The Indian Elections in 30 seconds
In what is dubbed the ‘Ultimate Election Year’, with elections scheduled scheduled in 64 countries around around the world, how does India do things and what do you need to know?
Investors Chronicle: What India’s rise means for EM investors
The fact that different markets can wax and wane in popularity has become especially apparent for those invested in Asian equities over recent years. India is on the rise and investing in China has proved complicated, to say the least. That’s clear enough from the numbers: the MSCI China index is down to the tune of nearly 45 per cent over three years in terms of sterling total return, with MSCI India up by almost 60 per cent.