Market commentary

Five managers back Modi to deliver Indian prosperity

A year after it overtook China as the world's fastest expanding major economy, India continues to be the shining light for growth in emerging markets. Under the leadership of Prime Minister Narendra Modi, India has undertaken major reform efforts in recent years, as highlighted by the surprise...
Understandably a thin day

Mint - Blain's Morning Porridge Definitely a different vibe as I came into the office this morning. We are fortunate in our security services. Back to the markets, and yesterday was understandably a thin day. What did the European numbers tell us? Both France and Germany came in strongly. A number...
Amber Rudd looks frighteningly competent

Mint - Blain's Morning Porridge – May 23rd 2017 I would like to write what I really think about last night (bombing in Manchester), but that's not the brief for this market commentary. We are an angry nation this morning. History shows people who make us angry lose. Always. Home secretary...
All is relatively quiet in emerging markets

After years of capital flight, deteriorating economic policy conditions and high political risk, all is now relatively quiet in the emerging markets, Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners. President Trump's protectionist ambitions seemed to throw a spanner...
Doesn't she look tired?


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