Special Report

What is really happening in China?

Pick up the October 2015 issue of Wealth Insight to read about how the Indian stock markets are affected by what's happening in China

What is really happening in China?'When X sneezes, Y catches a cold'. Over the years, this phrase has been used for many different values of X and Y, the first being France and Europe some 200 years ago. Today, an increasingly commonly heard version is 'When China sneezes, the world catches a cold. But is that really true? What is the real nature and extent of China's economic problems, and how will it affect India and its businesses? Read all about it in an incisive analysis in 'Drag On', the cover story of the October 2015 issue of Wealth Insight.

In our 'Company Tale' feature, read the ups and downs that Arvind has seen, and how the company is surging ahead with renewed vigour in new businesses.

The issue also has part three of our long and fascinating interview with Thomas Russo, Investment Manager at hedge funds Gardner Russo & Gardner and Semper Vic Partnerships.

In Market Compass, read about the famine of share buybacks on the equity markets, and what it means. We also have an analysis on the money that FMCG companies spend on advertising, and how it correlates with their revenue growth. There's also an analysis of how domestic and foreign institutions differ in the view they take on the stock markets.

In Analyst's Diary, we look the worryingly high valuations that many large caps are still trading at. With the dollar going from strength to strength, it's a good time to look at companies which could benefit from a weaker rupee.

Our regular columnists are here in this issue, with some interesting new opinions on issues that will affect your investments: Vivek Kaul steps back from the orthodoxy on gold and takes a fresh view on whether the precious metal should play a role in one's portfolio. Saurabh Mukherjea wonders if Modi's structural reforms will cause some pain before they put India back on the growth-and-development path, Devangshu Datta tackles the eternal dilemma of trying to time a volatile market, and Anand Tandon analyses if the real estate sector is going to be looking up anytime soon.

And of course, we also have other regular features like Stock Ideas in the issue.

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