Month

Year

Posts:

Fund manager

Funds:

Shashank Savla

The early take on Indian elections

As the Indian election results roll in, Shashank Savla gives his take on what they mean for investors. Read more
Shashank Savla

The world’s largest democratic exercise - what it means for investors

As 600 million people go to the polls in the largest democratic exercise ever undertaken, Shashank Savla looks at the impact of Indian elections for investors in Asia. Read more
Shashank Savla

Indian state election results increase populist tendencies

The recent state election in India left the ruling Bharatiya Janata Party weakened ahead of national elections next year. Shashank Savla looks at what the road ahead looks like for fiscal and monetary policy and what this means for India’s investment case. Read more
Shashank Savla

More Indian rate rises likely after first since 2014

Shashank Savla, fund manager in the Asia team, looks at the reasons behind this week’s Indian rate rise and explains why the team holds a cautious view on Indian equities. Read more
Shashank Savla

Why we remain underweight India despite reform progress

The approval of the Goods and Services Tax (GST) bill in August was an important step for India, and contributes to us holding a positive medium-term outlook for the country. Read more