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. […]
Tag: India
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.
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.
