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.
Tag: Indian Equities
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.
Indian equities are not too hot to hold- Templeton AM
A fall in domestic inflation and an improved current account deficit, along with a new reform-minded government, have been the key factors driving the market. “In spite of the rally, the market is not trading at valuations higher than its long-term average. Excess optimism has not been factored into current prices,” Rajah said in an […]
Prospects of Indian equities still bright
The government’s efforts to support economic growth and the easing of inflation should provide long-term support to local shares, said Manish Bhatia, Schroders Indian equities fund manager.
