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Shashank Savla: Great expectations – Indian share valuations still look too high

Indian PM Narendra Modi’s visit to the UK generated lots of press coverage, resulted in the signing of deals between Indian and UK firms worth more than £9bn, and saw him address more than 60,000 people of mostly Indian origin at Wembley Stadium. He is clearly very popular despite the significant attention which has been afforded to recent reversals in some state elections and the slow pace of reforms.

John Husselbee: The power of personality

Charisma is a fascinating quality, one which can bring out some odd behaviours in others. Richard Pease certainly has charisma in abundance and, after having been slightly surprised that he agreed to my interview request so readily, I must admit that I was feeling like the proverbial cat on a hot tin roof on the morning of the meeting. Richard is a fund manager at CRUX Asset Management, having begun his City career 30 years ago at the Church of England (CoE) Central Board of Finance before building his reputation at Windsor Investment Management, Jupiter, New Star and Henderson.

Jamie Clark: Banks – the more things change, the more they stay the same

The raft of updates from UK and European high street banks over the last fortnight has only served to further entrench our negative view of the sector.  These incumbent banks, which account for over 10% of the FTSE All-Share index, have been a source of significant investor discomfort this summer having now dropped by over 13% since the end of July (in total return terms), an underperformance of the UK market of more than 9.5%.

Disclaimer

Any opinions expressed should not be construed as advice for investment in any [product or] security mentioned or which may form the underlying content of any topics discussed in this blog.  The information and opinions provided in this blog take no account of the investors’ individual circumstances and should not be taken as specific advice on the merits of any investment decision.   Any opinions or information provided has been based on sources we believe to be reliable at the time of this blog’s preparation: no representation or warranty, express or implied, is made as to the accuracy, reliability or completeness of such information.  Neither Liontrust, nor any of its partners, employees, representatives or agents accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of our research or its contents.

Liontrust, its partners and/or employees may have had, have or will have positions in the securities (or related financial instruments) which are those referred to, or those underlying the content discussed in this blog.

Any individual who chooses to invest in any securities should do so with caution. Investing in securities is speculative and carries a high degree of risk; you may lose some or all of the money that is invested.  Always research your own investments and consult with a regulated investment advisor or licensed stock broker before investing.

Shares in companies referred to may be relatively illiquid and hard to trade, therefore riskier than other investments and there could be a large bid/offer spread, so if you need to sell soon after you’ve bought, you might get less back than you paid. This can make them riskier than other investments.