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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%.


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