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.
India
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Bumpy road will not stop local businesses
Forecasts are tough in any business, says Robert Harvey, manager of Matthews Asia’s Asia Small Companies Fund, but politics is tougher than most to divine the outcome of future market events.
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Turkey and Russia the worry in EM resurgence
Turkey and Russia pose the biggest threats to long-term emerging market returns, according to Pictet Asset Management’s Luca Paolini.
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Confidence in the consumer opens door to GDP growth – Mobius
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
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Latest growth numbers point to further rate cuts in Brazil, India – Schroders
Slowing growth numbers in both Brazil and India have raised expectations of a more dovish monetary stance in both countries Schroders said on Friday.
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Em equity etp flows on the rise in april
Flows into broad emerging market equity ETPs were the strongest since last August, BlackRock said on Monday.
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Patience needed on India – Invesco
Indian reforms are crucial in order for economic growth rates to be sustainable, says Invesco Perpetual’s Stuart Parks, but investors need to have patience.
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Benchmark freedom and EM investing
If the manager is freed from the benchmark, emerging markets offer many opportunities from a stock-picker’s perspective, particularly if headlines are negative, according to Ross Teverson, head of strategy for global emerging markets at Jupiter Asset Management.
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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Policing Indian streets prepared me for investing
Walking the beat and stockpicking are two very different worlds, but Sunil Asnani, head of Matthews Asia’s India Fund, says that policing the Indian streets is what gave him the stomach for stockpicking.
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Amundi positive on Indian Chinese equities
Amundi Asset Management is positive on Asian markets and particularly likes Indian and Chinese equities, as it expects further interest rate cuts in these two economies could boost corporate earnings growth.
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Indian market delivers
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?
