Head of Equities (International) at Ashburton Investments, Jonathan Schiessl discusses the impact of India’s politics on its growth and his thoughts on whether we should be more discerning grouping Emerging Markets under a single banner, if the ‘Fragile 5’ label is still warranted for India and the importance of the upcoming political reforms.
Videos
India: At a crossroads
Published by Uma Rajagopal
Posted on April 17, 2014
1 min read· Last updated: April 19, 2014
Key Takeaways
- India’s political reforms significantly influence its investment growth trajectory.
- Grouping Emerging Markets together may mask India’s unique strengths.
- The ‘Fragile 5’ label may no longer apply to India due to improved macro fundamentals.
- Upcoming political reforms are critical to sustaining investor confidence.
References
Frequently Asked Questions
Why should India be distinguished from other Emerging Markets?
India’s reform-driven growth, energy import profile, and structural resilience set it apart from other Emerging Markets.
Is the ‘Fragile 5’ label still appropriate for India?
No; improved macro fundamentals and targeted reforms make the label increasingly outdated for India.
How do political reforms impact investment in India?
Reforms boost investor confidence and contribute to equity and bond market performance by improving structural stability.
Tags
Related Articles
Singapore's DBS targets over $774 billion in wealth assets by 2030
LatAm assets slide with global markets after Trump says Iran deal 'over'
Standard Chartered explores sale of Bahrain wealth and retail unit
Russia's Sberbank offers AI model to Global South states keen to bridge digital divide
EBRD chief says governments need to target any support as Middle East war bites
More from Videos
Explore more articles in the Videos category
Thai Oil on Sustainable Energy, Business Strategy & Future Growth | Exclusive Interview
How Al Madina Takaful Became the Middle East's Best General Takaful Provider/Exclusive interview in London
From Resilience to Innovation: Sucor Asset Management’s Vision for the Future
How AI, Cash, and Customer Experience Are Transforming Banking in Europe
Your Bank.Your Rules
Charting the Future of Banking: Insights from Daniel Asiedu of OmniBSIC Bank Ghana
Unlocking Investment Potential Sucor Asset Management’s Vision for the Next Generation of Investors
Navigating APAC’s Dynamic Markets: Allianz Trade’s Strategy for the Future
Guiding Success: Daniel Asiedu’s Leadership and OmniBSIC Bank’s Growth Journey
Shaping the Future of Banking: Diebold Nixdorf on Technology, Resiliency, and Sustainability
Global Banking & Finance Award® Winner – OmniBSIC Bank Ghana Limited
Revolutionizing Banking in Africa: Absa Bank’s Journey Towards Digital Excellence and Inclusive Growth