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.
Tag: India
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.
India interest rates on hold Alliance Bernstein
India’s central bank is likely to keep interest rates on hold after it cut rates two times since January, according to Alliance Bernstein.
Indian market delivers
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?
No big bang budget in India
India’s annual budget broadly looks positive for the markets, but has fallen short on some expectations, according to Craig Botham, emerging markets economist at Schroders.
Asia investment grade looks attractive
Aviva Investors is cautious on investment grade credit spreads in Asia in the short term, but has a more constructive view on the asset class in the medium term given attractive valuations.
GAM targets Indian equities with outsourced fund
In a bid to take advantage of continued UK investor interest in India, GAM has launched a new equity fund
India to continue to lure foreign fund flows
Even as the US moves to hike interest rates, India should continue to attract a significant share of emerging market capital in 2015, both foreign direct investment and portfolio inflows, according to JP Morgan Asset Management.
India investment 2015
Investors are still waiting for movement on fundamental reforms and stocks are slightly higher than the five-to-ten year average, writes Sunil Asnani, portfolio manager of the Matthews Asia India Fund.
