Investec gets behind China growth story

“India is Asia’s dark horse,” he said. “Thirty per cent of the world’s children live in India … It was a spectacular result in the election so that there is now one-party rule. But, at the margin, at the moment, you’d still have to concentrate on China,” he said.

The weak link among the BRICs was Russia, which suffered from, mainly, political problems.

, , , , , , , , , , ,

Leave a Comment

Why Team Super won’t trade against its own managers

In an environment where markets are becoming ever more concentrated, the $21 billion Team Super is happy to wear plenty of active risk from its managers and won’t use overlays to make up for underperformance.

Sort content by