India – now not just the world’s largest democracy but also its most populous country – goes to the polls next month. International investors, increasingly drawn into the country’s stock markets by a compelling growth story, will be watching closely. Seeking re-election for a third term, Prime Minister Narendra Modi must fancy his chances
Elections are one factor investors in China do not have to consider. But plenty of other challenges have weighed on Chinese stocks, which have retreated heavily in the last three years in the face of domestic and geopolitical risk, a limp post-COVID recovery, an ongoing real estate crisis and an attempted restructuring of the economy towards a new growth model.
In this article our Head of Fixed Income, Alex Perowne, shares his thoughts on the effect of rising interest rates on the bond market and the key sectors benefiting as a result. Corporate bond returns reach highest levels since 2007 The move in interest rates over the past 18 months has, on refle...
In March’s news roundup, we look at some of the big deals and trends in the London office market, which has seen a very active month driven by the return of private equity (PE) buyers seeking to take advantage of discounted pricing. We highlight some of the biggest deals and what these mean for the capital.
In February’s news roundup, we highlight some key indicators of increased confidence in London’s real estate market, including growing interest from overseas investors and private firms. We also look at the appetite for office space in the capital..
In this month’s news roundup, we highlight the increasing influx of investment into the UK property market from overseas institutions and private investors, evidence of growing confidence in the London office and residential markets and significant opportunities for buyers to take advantage of a stabilising economic environment.
This month’s news roundup looks at the continued influx of private equity investment into London’s office sector, evidence of increased confidence in the UK’s commercial property market and a strong end to the year for high-value commercial and residential transactions.
