The manager picked sectors that are likely to gain dominance in the local market as income levels rise in India.
Tag: Indian Equities
Indian equities offer opportunities
Exposures to India will help stock pickers to add alpha, according to Eastspring Investments.
HEAD-TO-HEAD: Alquity versus Fidelity
FSA compares two India equity products: the Alquity Indian Subcontinent Fund and the Fidelity Funds India Focus Fund.
SSGA underweights China
The Boston-based firm sees the Sino-US rivalry and China’s regulatory tightening as major risks in the country.
Pinebridge bets on India
The US asset manager is picking stocks from the tech and finance sectors in India.
Glimmer of hope for India’s investment prospects
Rapid recovery rates from Covid-19, structural reforms and a low oil price should bolster India’s economy, says an India equity investment adviser.
GSAM: EM equity run to continue in 2018
Encouraging growth prospects make emerging market equities more attractive than those in developed markets, argues James Ashley, head of international market strategy at Goldman Sachs Asset Management.
HEAD-TO-HEAD: Fidelity vs First State
FSA compares the Fidelity India Focus Fund with the First State Indian Subcontinent Fund.
Invesco: India’s currency ban benefits branded companies
The share price of many big brand name companies improved after the controversial currency ban in November, said Shekhar Sambhshivan, portfolio manager of the Invesco India Equity Fund.
