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: Reforms
Emerging markets rebalancing
Falling oil prices and the adoption of reform agendas means Asia could soon account for three-quarters of the MSCII Emerging Markets Index, said Catherine Yeung, investment director for Asia ex-Japan equities at Fidelity Investments.
Asia reforms go far beyond cutting red tape
Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
