Posts From Dwarka Lakhan
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Dwarka Lakhan
Getting Emerging Market Exposure through Developed Countries Blue Chips
As multi-national corporations (MNC) from developed countries increasingly seek to leverage growth opportunities in fast growing emerging markets, they offer investors the ability to get emerging market exposure without investing directly in emerging markets. While there is no consensus as
Read MoreIndia Poised for Gargantuan Leap
All the elements are all aligned to make India a global powerhouse. So said Christine Lagarde, Managing Director of the International Monetary Fund (IMF) in an address titled “Seizing the India Moment” at Lady Shri Ram College in New Delhi
Read MoreIndian Equity Market Poised for Multi-Year Growth
The Indian equity market – one of the best performing markets in the world last year – appears poised to continue growing at full steam. “The prospects for the Indian market are very good, especially for the long term investor,”
Read MoreMaturing Indian Bond Market Proving Attractive to Investors
The Indian bond market is becoming increasingly attractive to investors seeking higher yields. In fact, although the Indian equity market was among the best performing in the world last year, foreign investors pumped about 33% more funds into rupee denominated
Read MoreStock-picking key to investing in Latin America and Eastern Europe
Emerging economies in Latin America and Eastern Europe will face a challenging 2015, with wide divergences and no clear consensus among portfolio managers in the outlook for countries in these two regions. For example, Paul Taylor, chief investment officer with
Read MoreCenter of Gravity of World’s Middle Class Shifts from West to East
India, the world’s second most populous country, could become the world’s largest middle class consumer by 2030, surpassing both China and the US. With emerging markets growing at a much faster pace than their developed counterparts, the structure of the
Read MoreIncome-starved investors finding higher income in emerging market bonds 8
With interest rates at record lows in North America, investors seeking higher fixed income returns are heading in droves to emerging market (EM) bonds – abandoning low-yielding traditional income producing instruments such as guaranteed investment certificates, treasury bills and Canadian
Read MoreIndian stock market set for a multi-year rally 1
The global investment bank, HSBC, believes that the Indian stock market is set for a multi-year rally, adding to gains made last year. In 2014, India was the best performing stock market in the world. “We are overweight on India
Read MoreTwo Emerging Market Funds in Top 10 2014 Performers in Canada 0
Two emerging market funds offered by Excel Funds Management Inc. – the Excel India Fund, Series F, with a total return of 54.2%, and the Excel Chindia Fund, Series F, with a total return of 32.7%, were number 1 and
Read MoreDo clients need to add global assets? 4
Even though Canadian equities markets are highly concentrated in a few sectors – and small compared with other markets – many clients remain uneasy about investing outside of this country. But it’s a conversation advisors need to have With the
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