A look at India equity funds as economic growth slows.
Tag: Indian Equities
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.
India has `short-lived disruption’
Despite turmoil resulting from India’s November demonetisation of high-value bank notes, the economy is expected to rebound this year, according to Schroders.
Motilal Oswal bets on boutique access to India
Motilal Oswal believes its highly-concentrated equity fund of select domestic companies will appeal to investors in the US and Asia.
New measures should extend India stock market’s rally
Reforms are gathering pace and will boost Indian share prices, according to Vikas Shah, portfolio manager and Indian equities specialist at Emerise.
Mirae: India takes big step forward on reforms
The passage of the Goods and Services Tax bill last week will simplify a complex tax code, boost consumer spending and enhance productivity – giving equities a tailwind, according to Mirae Asset Global Investments.
Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
HEAD-TO-HEAD: First State vs Matthews Asia
Fund Selector Asia compares the First State Indian Subcontinent Fund with the Matthews Asia India Fund.