For many, emerging markets (EM) have become synonymous with China, but we believe there is another player worthy of attention in the EM space. Brian Manby makes the case for allocating toward India in 2021. 

India just got another boost for economic growth. After an unprecedented rate cut, India’s government, in a big boost to “India Inc.,” announced corporate tax cuts of 8% to 15%. Gaurav Sinha analyzes what this tax cut means for different sectors and how investors might benefit.

India was in the news recently for completing its mammoth democratic federal elections and for a financial budget that was presented in July. Now its central bank is in the spotlight for doing an unconventional and aggressive rate cut of 35 basis points. What does the RBI’s latest monetary policy direction mean for domestic growth and global emerging market investors?

Recently, we’ve been discussing how India’s structural changes from Modi’s government are setting stocks up for a multiple-year bull run. Gaurav Sinha covers a second fuel for Indian equities that is poised to cause market gains: inflows from domestic investors.

India just completed an election of mammoth proportions, resulting in the reelection of Prime Minister Modi. Gaurav Sinha discusses the structural economic changes that occurred during Modi’s first term that could be propelling India toward a multiple-year bull market.

Jeremy Schwartz and Gaurav Sinha recently spoke with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. The conversation focused on the recent re-election of Prime Minister Modi, and what that means for investors and global trade.