In October foreign institutional investors pulled an estimated $11.5 billion from Indian stocks as one of the world's top performing markets of recent years hit a bit of a speed bump.Up until that point, small and mid-cap stocks had performed particularly strongly during the latest leg of the Indian rally, so Shares has canvassed some UK-based fund managers which focus on this area of the...

On 23 July, India announced its first budget under a new coalition government led by Narendra Modi, who became prime minister for the third time albeit with a reduced majority of 293 MPs for his BJP (Bharatiya Janata Party).In the Indian general election held between 19 April to 1 June, 642 million people voted out of a total population of 1.4 billion.WHAT WERE THE KEY POINTS?India's finance...

Over the past year India has been stealing investors' attention away from the US, China, Europe, as a popular country to invest due to the strong performance of Indian equities, the impact of historic economic reforms and favourable demographics. With a general election looming in 2024, how long will this combination continue to fire Indian stocks?The other question facing prospective and...

Fund managers see India emerging as a consumer powerhouseObvious manufacturing and supply chain China alternativeValuations are challenging after strong stock market performanceFor a decade or more China has been the world's growth powerhouse, but India is on the rise, and analysts and fund managers aplenty believe it will become the next emerging market superstar.'Broadly, we think India is...