Dave Hooker, Senior Portfolio Manager, Fixed Income Group, Insight Investment writes that over the months ahead, headlines are likely to focus on moderating rates of inflation and growing hopes that central banks can start to ease monetary policy.
Kalea Power of EMQQ Global writes of her recent research trip to India and the growth of digitisation in the country.
Maryna Chernenko, Managing Director of UFG Capital, writes that a fully-fledged work of funds with crypto assets is only possible once the regulators agree on their classification.
Fans of Kevin Costner* may recall Field of Dreams. The above quote went to the heart of the 1989 film. It sprung to mind during our recent visit to India. Namely, that Indian infrastructure is finally shifting from a ‘hindrance’ to a ‘help’. In the words of The Economist, “India is getting an eye-wateringly big transport upgrade.”
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