The manager picked sectors that are likely to gain dominance in the local market as income levels rise in India.
Category: Asset Class in Focus
Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region.
The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in.
Janus Henderson: ‘We’re back to a world of fundamental investing’
Janus Henderson’s portfolio managers discuss why fundamental investing is back this year.
Capital Group eyes investment grade corporate bonds
Investors should look at increasing high-quality debt exposure as the economy heads south.
Lion Group Holding expands into carbon trading
Lion Group Holding already holds type 1, 2, 4, 5 and 9 SFC licences.
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges.
Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double.
Jupiter identifies opportunities in high yield space
Defensive credits in Europe are likely to survive the recessionary economic cycle, said Jupiter Asset Management.
T Rowe Price backs Chinese credit against reopening backdrop
The tailwinds from China’s economy will support Asian credit spreads in the face of slowing economic activity in global developed markets, said T Rowe Price.
