india

Why investing in Indian airlines is a bad idea

Although New Delhi ended the state monopoly two decades ago, it has not created a level playing field for private carriers in the aviation industry. Unless that changes, the industry could continue to struggle.
May 03, 2019

Chinese equity investment cools down in Q1

Credit tightening has seen Chinese equity investment drop 49% over the past year. But while fintech has borne the brunt of investor caution, healthcare still stands out at the sector to watch.
May 02, 2019

Why India’s divestment programme is a joke

Unrealistic divestment targets and dubious asset sales are standing in the way of New Delhi's goal to reduce its public sector and improve its public finance.
March 21, 2019

Asian equities: Reit time, Reit place

Changing interest rate expectations prompt a renewed surge in Reit offerings as investors wonder whether wider equity market momentum can last.
March 11, 2019