The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
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Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
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Investors concerned about high valuations in the Indian equity market need to focus more on the earnings cycle, says SBI Funds Management.
The asset manager also finds opportunities in Southeast Asia.
The fund aims to capture income and growth from Indian fixed income, equities and currency.
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Gautam Anand is appointed global coordinator for global India, MENA and Europe
The managers believe local currency India fixed income can generate income and growth.