AB likes to uncover cheap stocks that are out of favour, according to Stuart Rae, chief investment officer of Asia Pacific ex-Japan equities.
Tag: India
Patience needed on India – Invesco
Almost a year has passed since Narendra Modi came into office with the promise of improving India’s long-term economic outlook with much-needed reforms to attract foreign investors, and market sentiment around India has subsequently become significantly warmer. But while investor optimism remains strong – including those who believe the reforms are not even necessary – […]
India’s MF industry growth to come through online channels
The AUM of India’s fund industry in 2014 rose by 27% year-on-year to $166.7bn, the strongest growth since 2008. Mutual funds are seeing rising interest from investors beyond the top 15 cities and equity funds are playing a bigger role in second-tier cities, according to local reports. Over the next few years, online channels such […]
Asian markets appeal to Singaporean investors: Franklin Templeton
Even as China’s economy is slowing, 49% of the investors said the country offers the best investment opportunities followed by ASEAN countries (26%) and India (17%). The optimism comes from better economic growth prospects relative to other global economies, rising population and consumption, along with reform initiatives in some countries like India, China and Indonesia. […]
Baring is overweight India and Indonesia
Government reform initiatives in India and Indonesia will likely drive economic growth and benefit investments in specific sectors, according to Baring Asset Management.
Asia ex-Japan equity fund returns
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
Indian and Indonesia currencies
A positive economic outlook and the implementation of reforms are factors that support both currencies, according to Amundi Asset Management.
Amundi positive on Indian Chinese equities
Amundi Asset Management is positive on Asian markets and particularly likes Indian and Chinese equities, as it expects further interest rate cuts in these two economies could boost corporate earnings growth.
Good time to overweight Indian sovereigns
Reform efforts in India could lead to an upgrade in the country’s sovereign rating, and further rate cuts could raise portfolio valuations, according to Philippe Jauer, chief investment officer, Amundi Asset Management.
Rupee may out-perform the US dollar
India is no longer one of the “Fragile Five” and a potential influx of foreign investment bodes well for the currency, according to Philippe Jauer, chief investment officer, Amundi Asset Management.
