“I think the situation overall should settle down and we do not think that this will unfold into any sort of crisis. What it can mean though can happen is that the US growth might moderate going into the second half of this year,” says Rana B Gupta, Managing Director, Manulife Investment.How is it that … Read more
From the peak of December, Indian equities have seen a healthy correction, with largecap, midcap and smallcap declining by around 5-8%, but the valuation comfort is far from sight for Vinit Sambre of DSP Mutual Fund. “Despite this correction, the market may not be considered cheap enough for broad-based buying decisions,” says Sambre who manages … Read more
With the Indian equity market outperforming both developed and emerging markets so far in the calendar year 2022, CEO Uday Kotak on Monday said India is now at a turning point in the global economic order. “China, Europe, UK struggle on geo-politics and economics. India has navigated geo-politics deftly,” Kotak said on Twitter. India sits … Read more
Like for millions of people in developing and emerging market countries around the world, shopping for staple foods has turned from a necessity into a luxury for Selcuk Gemici. The 49-year-old, who works in an auto repair shop in Turkey’s largest city Istanbul and lives with his wife and two children in his father’s house, … Read more
Foreigners are cutting and running in some key Asian emerging markets amid turbulent trading ahead of this week’s Federal Reserve meeting, where policymakers are expected to signal an interest-rate liftoff in March. Bloomberg Overseas funds have sold a net $3.1 billion worth of shares in Taiwan, South Korea and India so far this week, according … Read more
Domestic investors look to diversify their holdings to global assets in 2021 could consider a mix of funds that invest in emerging markets, US technology stocks, China and global energy companies. Motilal Oswal Nasdaq 100, PGIM Global Equity Opportuities Fund, Edelweiss Greater China Offshore Fund and DSP World Energy Fund are among the top picks … Read more
One of the world’s best known investment gurus, Jim Rogers expects Donald Trump to win a second term at the upcoming US elections, and believes markets will be happier if he is re-elected as the President. Rogers is bullish on gold and silver, and believes the precious metals will record new highs. Which party’s win … Read more
It is probably worthwhile having a barbell approach in the pharma sector with mainly largecap names and maybe one or two smaller ones as well, says the Global Investment Strategist. How are you looking at the overall sentiment for the emerging markets and in particular for India? The mid and the smallcaps too have been … Read more
I remain cautiously optimistic and I believe that dips potentially present themselves as buying opportunities, says Luke Browne, Head-Asset Allocation, APAC. What are your views on some of the risks which may be emerging at the horizon globally? Right now, tech stocks got a bit corrected and everybody got scared. What are your thoughts on … Read more
A large section of the global young population led by India is confident of their future despite lower salaries and the possibility of a further hit on jobs and income due to the Covid-19 pandemic as they are prepared to adopt to a new world to work harder and use digital technologies, a survey by … Read more