Bennett Lim is the CEO of Diamond Capital Singapore and the Portfolio Manager of the Angsana Asia High Yield Bond Fund.
China accounts for more than one third of global growth. You do not get good and cheap,’ he says. Vipul Mehta, head of investment for Asia Pacific ex Japan equities, Nomura Asset Management Singapore. Stock selection is especially key to investing in India as this market is still finding its way, says Mehta. The Ucits version was launched in January 2007 and as of March 2017 the overall strategy had $2.7 billion in assets, with the Ucits fund accounting for $62.9 million. The IMF predicts the country’s economy will grow at 7.2% in 2017 and 7.7% in 2018, making it the fastest-growing major economy in the world.
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Asia and China credits in general have relatively healthy balance sheets and ample room for fiscal/monetary support. Vipul Mehta, Nomura ’s head of investment for Asian equities outside of Japan, told Bloomberg that private insurers and diagnostic firms offer … 3 years), Fund Flash: Fidelity poaches top Asia PM, NNIP onboards $4bn EMD team, Baillie Gifford cuts Tesla stake to below 5%, MFS manager to exit, stepping off $25bn in assets, $300m UBS Miami team jumps ship to Insigneo, Citi Private Bank's top gatekeeper exits for Wellington, Morabanc selection chief: Picking funds the Iberian way, 'You have to be nuanced': How Raymond James picks apart PMs in a pandemic, Around the World in 80 Days: Looking at alts in Lithuania, From Russia with love: Managing money in Moscow, Long on bonds: Four PMs to watch in EMD hard currency, Ratings Radar: The managers that shone in distressed markets, You’re hired! A full copy is available here. It is free to register and only takes a minute or two. Cyclical headwinds include a slowdown in spending in a number of verticals, rising costs and increasing regulatory threat, not to mention a weakening US dollar, at least as of now.’. COVID-19 has disrupted economic growth in India and recovery might be slow. For an economy where 90% of business is transacted in cash, the demonetization policy was a major shock. His policies to promote foreign investments and infrastructure, revamp the tax system and reduce corruption have attracted more money to the country and its market has pushed forward with every economic reform. You've disabled JavaScript in your web browser. India’s financial sector is made up of state-owned banks, private sector banks and non-bank financials, the latter which do not lend money like traditional consumer banks. We spoke with him about the outlook for India’s economy, the Indian stock market and where investors can find value in these uncertain times.
For several years, population growth, industrialisation and urbanisation across Asia have led to the creation of a consumer class in the region. One of the biggest opportunities arising in India could be the new policy on affordable housing. He tells Michelle Abrego why some stocks are worth buying at a premium, while others are cheap for all the wrong reasons.
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If you disable this cookie, we will not be able to save your preferences. Joohee An, senior portfolio manager, Mirae Asset Global Investments. Domestic consumption is becoming the driving force.
He joined Nomura Asset Management Singapore in 2004 where …
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