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India’s FDI inflows have been growing steadily over the past 3 years. When you look at the graph on the right, you can see that the growth in FDI inflows started increasing substantially around 2014 and peaked in 2016 in which year, India became the largest recipient of FDI in the world. In fact, since April 2014, India has attracted FDI inflows of close to…
For Investment Advisors only As the world’s second largest and fastest growing equity market in terms of capitalization , China offers an ever-increasing array of investment opportunities. In a country that’s undergoing massive structural reforms in the quest to achieve internally-generated sustainable growth, not all opportunities are created equal. Some sectors will inevitably perform better than others. That is why investing in the Excel China Fund…
The chief minister of the state of Bihar in India resigned from his post on July 26, and then was sworn in again on July 27. While 24 hours did not change Nitish Kumar’s status as Bihar’s chief minister, India’s Prime Minister Modi’s stature in Indian politics grew in a very significant way. Since 2014, Modi’s political party the BJP (Bhartiya Janata Party) had been…
India’s internet revolution is a powerful economic force that is dramatically changing the way Indians connect and carry out business transactions. And it will also have a significant impact on economic growth. It is estimated that by 2020, the internet economy will grow to over 4% of GDP[i], indicating its relative importance to the Indian economy. Ironically, Indians have traditionally mistrusted on-line transactions, but today…
Taking a balanced approach to investing in India is a recipe for success for investors seeking diversified exposure to the country’s top-performing equity and high-yielding bond markets. Currently, the Indian equity market is among the best performing emerging markets while its corporate and sovereign bond markets offer yields that are among the highest in the world; and approximately 4 times the yield of Government of…
South Korea's benchmark KOSPI index is courting its all-time high following the election of President Moon Jae-in on May 10. Although it is still too early to assess the policy priorities of President Moon, the appointment of several non-political professionals to key posts and plans to improve corporate governance through legislation are expected to have a positive impact on the market, setting the stage for…
Three years after leading the Bharatiya Janata Party (BJP) to India’s first majority government in more than three decades, Prime Minister Narendra Modi has turned India into the brightest shining star in the global economy. He has exceeded the expectations of those who placed their trust in his leadership, as well as won the confidence of the Indian population and foreign investors at large. Today,…
Excel Funds’ New India Leaders Fund celebrated its 1-year anniversary on April 22, 2017. The fund has experienced healthy growth in its first year with 1-year annualized returns of 34%[1]­­­­­. The fund invests in equity securities of companies located in India that are considered emerging industry leaders or small/medium cap companies. Excel Funds’ sub-advisor for this fund, Birla Sun Life Asset Management Company Ltd, is…
In part 1 of this article, we discussed how China’s economy is undergoing a transition. While the old China economy was largely driven by manufacturing led and export oriented, the new China economy is driven more by domestic consumption. We will now discuss some of the key features of the “new” China economy that are likely to drive its sustainability, benefitting long-term China investors.  …
India continues to be the fastest growing major economy in the world and its growth will accelerate further due to factors like the implementation of their simplified taxation system, Finance Minister Arun Jaitley said[1]. The government’s Goods and Services tax (GST) tax reform has been identified as one of most important tax reforms for India post-independence, says a report by the United States Federal Reserve. In the summer…
Buoyed by reform-oriented government policies, optimism is rife in China over the growth prospects of the “new” China economy – setting the stage for potentially solid gains for China investors.The “new” China economy which is represented by the shift in focus from export-led to domestic-generated growth bodes well for China, whose GDP is expected to grow at a sustainable pace of 6.6% in 2017 and…
As it relates to infrastructure development, India is undergoing a mini revolution of sorts. In all, US$59 billion has been set aside this year for connectivity-related infrastructure development. The key pillars of Indian infrastructure are: Power Connectivity DigitalHighways Housing Let’s examine each of these pillars one by one. Power Piyush Goyal is the Power Minister of India and has done a commendable job since taking…

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