In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)

• “Tactically, there is definitely a good case to reduce India and add to China but structurally, I still remain firmly of the view that India is the best story in a 10-year view in Asian emerging market equities,” says Chris Wood, Global Head of Equity Strategy, Jefferies
• “My relative return is marginally overweight China and India. But in my long term absolute return portfolio, I have about 20 stocks which are still dominantly India because that is long term. The more short-term you are, the more you should want to be underweight in India. The more long term you are, stay structurally overweight. It all depends on your time horizon.” READ MORE

Similar Posts:

• Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
• BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
• JPMorgan’s Mowat Talks About Iraq, EM Fund Flows and India (Economic Times)
• Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
• Survey: Fund Managers Now Overweight on Emerging Market Equities (Live Mint)
• Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
• Can Manufacturing Relocate from China to India? (Wellington Management)
• The World in 2050 (PWC)
• Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
• CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
• China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
• 5 Growth Opportunities in India (William Blair)
• ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
• Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)
• Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)