India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
Tag: India
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Amundi launches Indian value fund with State Bank of India
The ‘contrarian’ strategy will seek out ‘overlooked opportunities’ in India’s famously growthy market.
Eastspring: ‘India’s valuation premium can be justified’
Eastspring conceded that recent earnings trends were concerning, but are positive about the world’s most populous country.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
HSBC opens new branches in India
The bank has also expanded its operations in GIFT City with new premises.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Invesco: Investors need to be selective in India
There are reasons to be bullish despite the recent correction in Indian equities.
EIU: HK stock market’s status as global hub set to “diminish severely”
Singapore will be the main beneficiary of Hong Kong’s decline, while India and Japan will continue to thrive.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
