The wealth manager’s CIO favours AI beneficiaries and backs China and India.

The wealth manager’s CIO favours AI beneficiaries and backs China and India.
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Aviva Investor’s data book, India’s versus China’s demographic timebomb, ETF supremacy becomes fact, BlackRock’s Davos home, Emerging markets optimism and much more.
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
Bitcoin ETFs off the leash, Federated Hermes’s new ETF, Apple vs Microsoft, Alliance Bernstein’s results, India’s vast online buyers, Pinebridge on AI, Who owns the US stock market and much more.
Investors concerned about high valuations in the Indian equity market need to focus more on the earnings cycle, says SBI Funds Management.
The asset manager also finds opportunities in Southeast Asia.
The fund aims to capture income and growth from Indian fixed income, equities and currency.
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Gautam Anand is appointed global coordinator for global India, MENA and Europe
Part of the Mark Allen Group.