India’s central bank is likely to keep interest rates on hold after it cut rates two times since January, according to Alliance Bernstein.
Tag: India
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.
Asia reforms go far beyond cutting red tape
Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
Amundi overweight on Indian equities
Amundi Asset Management is overweight on Indian equities, but said there could be some disappointments in the short-term due to the sharp run-up in domestic indices.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
