The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
HEAD-TO-HEAD: Eastspring vs Invesco
FSA compares the Eastspring Investments India Equity Fund and the Invesco India Equity Fund.
Both managers are India equity veterans.
Singapore-based Kumar, who has around 22 years of investment experience, has been managing the Eastspring fund since he joined the firm in 2009, according to Ng. He is also the team leader of the India focus team and also manages the firm’s China-India strategy.
Hong Kong-based Sambhshivan has been managing the Invesco fund since he joined the firm in 2006. He is also the firm’s India equities investment director and has around 25 years of investment experience.
Ng is positive on both managers given their investment experience and does not see issues in investment strategy execution.
“They are both consistent with their style and how they employ their methodologies,” he said.
Related Stories
Promoted Content
-
How can a sustainable approach also ensure you don’t compromise performance?
-
Smartphones on wheels
-
Who’s afraid of higher interest rates?
-
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Unmasking the dividend opportunity
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Appetite for thematic investments grows amid rates and inflation concerns
-
Ninety One: Finding opportunities in times of change
-
Driving decarbonisation: how to access new forms of alpha
