India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
Tag: India
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
Amundi overweight on China equities
Amundi Group’s global allocation is overweight China equities as the group plans to expand in Asia, according to Pascal Blanqué, chief executive officer.
India equity revival buoyed by domestic investors
Domestic investors have put $3 billion into domestic mutual funds over the past three months, supporting an equities rally driven by a $12 billion inflow of foreign capital so far this year, writes Niranjan Risbood, director manager research, Morningstar India.
Gold finding hard to fight rate normalisation
Gold seems to be losing its appeal for investors as the precious metal weakens in the face of a looming rise in US interest rates.
Is india still an investment story
On Thursday, India’s finance minister Arun Jaitley unveiled the administration’s maiden budget, which did not sketch out radical changes in favour of a cautious agenda.
