Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Category: Industry views
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Will bumpy inflation figures defer the interest rate cuts markets hope for?
While the path towards the 2% target is more turbulent than expected, expectations around rate cuts are now more reasonable.
HSBC Global Private Banking moves overweight global equities
The global private bank has adopted a clear risk-on strategy, being overweight both equities and fixed income now.
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Nuveen backs high yield bonds
The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.
