Despite turmoil resulting from India’s November demonetisation of high-value bank notes, the economy is expected to rebound this year, according to Schroders.
Tag: Indian Equities
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.
Q3: The best of the worst markets
Key global market indices plunged into negative territory during the third quarter. Where were the signs of strength?
China policies unnerve wealth managers
Discretionary wealth manager Arbuthnot Latham has slashed its China allocation and invests in only two funds for its Asia exposure, said Peter Doherty, investment manager for the London-based private bank.
Reform aside, there’s the other India
Reform is not the only reason to invest in India, according to Sunil Asnani, portfolio manager at Matthews Asia, who looks for SMEs with pricing power.
Nikko: Be patient with India reforms
After a good run in 2014, Indian markets have disappointed investors this year due to lack of improvement in corporate sector earnings and no major progress in big reform initiatives.
